Carson Wealth (CWM LLC)’s Forafric Global AFRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.75K	Buy	389 +8	+2%	+$80	﹤0.01%	5122
2025 Q4	$4K	Buy	381 +6	+2%	+$58	﹤0.01%	4866
2025 Q3	$3K	Buy	375 +66	+21%	+$537	﹤0.01%	4876
2025 Q2	$2K	Buy	309 +4	+1%	+$32	﹤0.01%	4841
2025 Q1	$3K	Sell	305 -11	-3%	-$102	﹤0.01%	4593
2024 Q4	$3K	Sell	316 -25	-7%	-$259	﹤0.01%	4374
2024 Q3	$4K	Buy	341 +116	+52%	+$1.29K	﹤0.01%	4157
2024 Q2	$2K	Buy	225 +213	+1,775%	+$2.27K	﹤0.01%	4149
2024 Q1	$0	Buy	+12	New	+$126	﹤0.01%	4282

Other funds holding AFRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Forafric Global (AFRI) stake by 2.1% in Q1 2026, buying an estimated $80 and bringing the position to 389 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #5122.

Carson Wealth (CWM LLC) first reported a position in AFRI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4K in Q4 2025. 50 funds tracked by Wall St. Rank hold AFRI as of Q1 2026.

Carson Wealth (CWM LLC) held 389 shares of Forafric Global worth $3.75K as of Q1 2026.
Carson Wealth (CWM LLC) bought 8 Forafric Global shares in Q1 2026, an estimated $80.
Forafric Global made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5122 holding.
Carson Wealth (CWM LLC) first reported a position in Forafric Global in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Forafric Global position peaked at $4K in Q4 2025.
50 funds tracked by Wall St. Rank held Forafric Global as of Q1 2026.

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