CARLSON FINANCIAL, INC.’s Ford F Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Sell	19,524 -612	-3%	-$8.26K	0.14%	153
2026 Q1	$232K	Sell	20,136 -180	-0.9%	-$2.37K	0.14%	150
2025 Q4	$267K	Buy	+20,316	New	+$262K	0.15%	143

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CARLSON FINANCIAL, INC.'s F Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Ford (F) stake by 3% in Q2 2026, selling an estimated $8.26K and leaving 19,524 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #153.

CARLSON FINANCIAL, INC. first reported a position in F in Q4 2025 and has held it in 3 quarters since. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

CARLSON FINANCIAL, INC. held 19,524 shares of Ford worth $271K as of Q2 2026.
CARLSON FINANCIAL, INC. sold 612 Ford shares in Q2 2026, an estimated $8.26K.
Ford made up 0.14% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #153 holding.
CARLSON FINANCIAL, INC. first reported a position in Ford in Q4 2025 and has held it in 3 quarters since.
1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.