Carson Wealth (CWM LLC)
BVN icon

Carson Wealth (CWM LLC)’s Compañía de Minas Buenaventura BVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BVN Stock Details BVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523K Sell
14,523
-626
-4% -$22.6K ﹤0.01% 1982
2025
Q4 		$422K Buy
15,149
+14,058
+1,289% +$351K ﹤0.01% 2021
2025
Q3 		$27K Sell
1,091
-95
-8% -$1.78K ﹤0.01% 3942
2025
Q2 		$19K Sell
1,186
-225
-16% -$3.41K ﹤0.01% 3936
2025
Q1 		$22K Buy
1,411
+37
+3% +$497 ﹤0.01% 3592
2024
Q4 		$16K Buy
1,374
+433
+46% +$5.55K ﹤0.01% 3565
2024
Q3 		$13K Sell
941
-718
-43% -$10.4K ﹤0.01% 3611
2024
Q2 		$28K Buy
1,659
+458
+38% +$7.74K ﹤0.01% 2882
2024
Q1 		$19K Buy
1,201
+113
+10% +$1.76K ﹤0.01% 2929
2023
Q4 		$17K Buy
1,088
+296
+37% +$2.86K ﹤0.01% 2862
2023
Q3 		$7K Buy
792
+97
+14% +$777 ﹤0.01% 3286
2023
Q2 		$5K Buy
695
+33
+5% +$243 ﹤0.01% 3418
2023
Q1 		$5K Buy
662
+165
+33% +$1.31K ﹤0.01% 3264
2022
Q4 		$4K Sell
497
-518
-51% -$3.84K ﹤0.01% 3267
2022
Q3 		$7K Sell
1,015
-82
-7% -$487 ﹤0.01% 2882
2022
Q2 		$7K Buy
1,097
+121
+12% +$1.04K ﹤0.01% 2779
2022
Q1 		$10K Buy
976
+706
+261% +$6.53K ﹤0.01% 2462
2021
Q4 		$2K Buy
+270
New +$2.02K ﹤0.01% 3095

Other funds holding BVN

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Compañía de Minas Buenaventura (BVN) stake by 4.1% in Q1 2026, selling an estimated $22.6K and leaving 14,523 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Carson Wealth (CWM LLC) first reported a position in BVN in Q4 2021 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold BVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,523 shares of Compañía de Minas Buenaventura worth $523K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 626 Compañía de Minas Buenaventura shares in Q1 2026, an estimated $22.6K.
  • Compañía de Minas Buenaventura made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1982 holding.
  • Carson Wealth (CWM LLC) first reported a position in Compañía de Minas Buenaventura in Q4 2021 and has held it in 18 quarters since.
  • 265 funds tracked by Wall St. Rank held Compañía de Minas Buenaventura as of Q1 2026.

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