Carson Wealth (CWM LLC)’s AFC Gamma AFCG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AFCG Stock Details AFCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.65K	Sell	2,713 -1,950	-42%	-$4.86K	﹤0.01%	4883
2025 Q4	$13K	Sell	4,663 -2,939	-39%	-$9.34K	﹤0.01%	4402
2025 Q3	$29K	Buy	7,602 +4,576	+151%	+$20.3K	﹤0.01%	3894
2025 Q2	$14K	Buy	3,026 +2,860	+1,723%	+$14.7K	﹤0.01%	4100
2025 Q1	$1K	Buy	166 +69	+71%	+$549	﹤0.01%	4853
2024 Q4	$1K	Sell	97 -26	-21%	-$250	﹤0.01%	4642
2024 Q3	$1K	Buy	123 +75	+156%	+$725	﹤0.01%	4497
2024 Q2	$0	Buy	48 +16	+50%	+$132	﹤0.01%	4556
2024 Q1	$0	Buy	+32	New	+$260	﹤0.01%	4281
2023 Q2	–	Sell	-18	Closed	–	–	4141
2023 Q1	$0	Sell	18 -346	-95%	-$3.52K	﹤0.01%	4011
2022 Q4	$4K	Buy	364 +81	+29%	+$911	﹤0.01%	3254
2022 Q3	$3K	Buy	+283	New	+$3.26K	﹤0.01%	3258

Other funds holding AFCG

CDC Financial Chicago, Illinois $157M AUM

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its AFC Gamma (AFCG) stake by 42% in Q1 2026, selling an estimated $4.86K and leaving 2,713 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

Carson Wealth (CWM LLC) first reported a position in AFCG in Q3 2022 and has held it in 12 quarters since. The position peaked at $29K in Q3 2025. 50 funds tracked by Wall St. Rank hold AFCG as of Q1 2026.

Carson Wealth (CWM LLC) held 2,713 shares of AFC Gamma worth $7.65K as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,950 AFC Gamma shares in Q1 2026, an estimated $4.86K.
AFC Gamma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4883 holding.
Carson Wealth (CWM LLC) first reported a position in AFC Gamma in Q3 2022 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s AFC Gamma position peaked at $29K in Q3 2025.
50 funds tracked by Wall St. Rank held AFC Gamma as of Q1 2026.

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