Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Banco de Chile BCH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.7K Sell
1,637
-109
-6% -$4.48K ﹤0.01% 3664
2025
Q4 		$66K Sell
1,746
-157
-8% -$5.57K ﹤0.01% 3392
2025
Q3 		$58K Sell
1,903
-19
-1% -$553 ﹤0.01% 3404
2025
Q2 		$58K Sell
1,922
-125
-6% -$3.68K ﹤0.01% 3151
2025
Q1 		$54K Sell
2,047
-426
-17% -$10.9K ﹤0.01% 2911
2024
Q4 		$56K Sell
2,473
-224
-8% -$5.27K ﹤0.01% 2711
2024
Q3 		$68K Buy
2,697
+130
+5% +$3.16K ﹤0.01% 2455
2024
Q2 		$58K Buy
2,567
+259
+11% +$5.97K ﹤0.01% 2361
2024
Q1 		$51K Buy
2,308
+140
+6% +$3.15K ﹤0.01% 2284
2023
Q4 		$50K Buy
2,168
+204
+10% +$4.35K ﹤0.01% 2181
2023
Q3 		$40K Buy
1,964
+307
+19% +$6.52K ﹤0.01% 2197
2023
Q2 		$35K Buy
1,657
+401
+32% +$8.38K ﹤0.01% 2246
2023
Q1 		$25K Buy
1,256
+59
+5% +$1.23K ﹤0.01% 2340
2022
Q4 		$25K Buy
1,197
+671
+128% +$12.6K ﹤0.01% 2191
2022
Q3 		$9K Buy
526
+35
+7% +$646 ﹤0.01% 2729
2022
Q2 		$9K Sell
491
-170
-26% -$3.43K ﹤0.01% 2617
2022
Q1 		$14K Buy
661
+606
+1,102% +$12.3K ﹤0.01% 2280
2021
Q4 		$1K Buy
+55
New +$977 ﹤0.01% 3246
2021
Q2 		$1K Hold
55
– – ﹤0.01% 2757
2021
Q1 		$1K Hold
55
– – ﹤0.01% 2757
2020
Q4 		$1K Hold
55
– – ﹤0.01% 2757
2020
Q3 		$1K Hold
55
– – ﹤0.01% 2757
2020
Q2 		$1K Hold
55
– – ﹤0.01% 2757
2020
Q1 		$1K Hold
55
– – ﹤0.01% 2756
2019
Q4 		$1K Hold
55
– – ﹤0.01% 2756
2019
Q3 		$1K Hold
55
– – ﹤0.01% 2756
2019
Q2 		$1K Hold
55
– – ﹤0.01% 2756
2019
Q1 		$1K Sell
55
-308
-85% -$9.49K ﹤0.01% 2756
2018
Q4 		$10K Sell
363
-8,337
-96% -$241K ﹤0.01% 1321
2018
Q3 		$264K Buy
8,700
+8,430
+3,122% +$252K 0.01% 468
2018
Q2 		$8K Buy
+270
New +$8.54K ﹤0.01% 1054

Other funds holding BCH

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Banco de Chile (BCH) stake by 6.2% in Q1 2026, selling an estimated $4.48K and leaving 1,637 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3664.

Carson Wealth (CWM LLC) first reported a position in BCH in Q2 2018 and has held it in 31 quarters since. The position peaked at $264K in Q3 2018. 145 funds tracked by Wall St. Rank hold BCH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,637 shares of Banco de Chile worth $60.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 109 Banco de Chile shares in Q1 2026, an estimated $4.48K.
  • Banco de Chile made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3664 holding.
  • Carson Wealth (CWM LLC) first reported a position in Banco de Chile in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Banco de Chile position peaked at $264K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2026.

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