Carson Wealth (CWM LLC)
WNEB icon

Carson Wealth (CWM LLC)’s Western New England Bancorp WNEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48K Buy
192
+54
+39% +$707 ﹤0.01% 5224
2025
Q4 		$2K Buy
138
+63
+84% +$757 ﹤0.01% 5147
2025
Q3 		$1K Buy
+75
New +$855 ﹤0.01% 5211

Other funds holding WNEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WNEB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Western New England Bancorp (WNEB) stake by 39% in Q1 2026, buying an estimated $707 and bringing the position to 192 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #5224.

Carson Wealth (CWM LLC) first reported a position in WNEB in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold WNEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 192 shares of Western New England Bancorp worth $2.48K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54 Western New England Bancorp shares in Q1 2026, an estimated $707.
  • Western New England Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5224 holding.
  • Carson Wealth (CWM LLC) first reported a position in Western New England Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Western New England Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.