Carson Wealth (CWM LLC)’s Alamos Gold AGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$599K	Buy	13,487 +1,808	+15%	+$79.7K	﹤0.01%	1885
2025 Q4	$451K	Buy	11,679 +1,881	+19%	+$65.5K	﹤0.01%	1988
2025 Q3	$342K	Buy	9,798 +2,683	+38%	+$76.7K	﹤0.01%	2016
2025 Q2	$189K	Buy	7,115 +3,965	+126%	+$106K	﹤0.01%	2222
2025 Q1	$84K	Buy	3,150 +35	+1%	+$789	﹤0.01%	2566
2024 Q4	$57K	Hold	3,115	–	–	﹤0.01%	2700
2024 Q3	$62K	Hold	3,115	–	–	﹤0.01%	2532
2024 Q2	$49K	Sell	3,115 -268	-8%	-$4.2K	﹤0.01%	2485
2024 Q1	$50K	Buy	3,383 +268	+9%	+$3.39K	﹤0.01%	2292
2023 Q4	$42K	Hold	3,115	–	–	﹤0.01%	2286
2023 Q3	$35K	Hold	3,115	–	–	﹤0.01%	2300
2023 Q2	$37K	Hold	3,115	–	–	﹤0.01%	2199
2023 Q1	$38K	Hold	3,115	–	–	﹤0.01%	2051
2022 Q4	$31K	Hold	3,115	–	–	﹤0.01%	2053
2022 Q3	$23K	Sell	3,115 -1,000	-24%	-$7.4K	﹤0.01%	2127
2022 Q2	$29K	Buy	4,115 +1,000	+32%	+$7.78K	﹤0.01%	1900
2022 Q1	$26K	Buy	+3,115	New	+$23.4K	﹤0.01%	1906

Other funds holding AGI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alamos Gold (AGI) stake by 15% in Q1 2026, buying an estimated $79.7K and bringing the position to 13,487 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Carson Wealth (CWM LLC) first reported a position in AGI in Q1 2022 and has held it in 17 quarters since. 495 funds tracked by Wall St. Rank hold AGI as of Q1 2026.

Carson Wealth (CWM LLC) held 13,487 shares of Alamos Gold worth $599K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,808 Alamos Gold shares in Q1 2026, an estimated $79.7K.
Alamos Gold made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1885 holding.
Carson Wealth (CWM LLC) first reported a position in Alamos Gold in Q1 2022 and has held it in 17 quarters since.
495 funds tracked by Wall St. Rank held Alamos Gold as of Q1 2026.

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