Carson Wealth (CWM LLC)
BKV

Carson Wealth (CWM LLC)’s BKV Corp BKV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36K Sell
1,264
-18
-1% -$522 ﹤0.01% 4035
2025
Q4 		$35K Buy
1,282
+200
+18% +$5.02K ﹤0.01% 3860
2025
Q3 		$25K Buy
1,082
+292
+37% +$6.37K ﹤0.01% 4002
2025
Q2 		$19K Buy
790
+367
+87% +$7.58K ﹤0.01% 3963
2025
Q1 		$9K Buy
+423
New +$9.56K ﹤0.01% 4191

Other funds holding BKV

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BKV Corp (BKV) stake by 1.4% in Q1 2026, selling an estimated $522 and leaving 1,264 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

Carson Wealth (CWM LLC) first reported a position in BKV in Q1 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold BKV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,264 shares of BKV Corp worth $36K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18 BKV Corp shares in Q1 2026, an estimated $522.
  • BKV Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4035 holding.
  • Carson Wealth (CWM LLC) first reported a position in BKV Corp in Q1 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held BKV Corp as of Q1 2026.

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