Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pathward Financial CASH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.1K Buy
808
+110
+16% +$9.58K ﹤0.01% 3520
2025
Q4 		$50K Buy
698
+3
+0.4% +$215 ﹤0.01% 3600
2025
Q3 		$51K Sell
695
-81
-10% -$6.31K ﹤0.01% 3513
2025
Q2 		$61K Buy
776
+9
+1% +$689 ﹤0.01% 3116
2025
Q1 		$56K Buy
767
+105
+16% +$8.01K ﹤0.01% 2885
2024
Q4 		$49K Buy
662
+61
+10% +$4.65K ﹤0.01% 2810
2024
Q3 		$40K Buy
601
+104
+21% +$6.69K ﹤0.01% 2864
2024
Q2 		$28K Buy
497
+78
+19% +$4.1K ﹤0.01% 2883
2024
Q1 		$21K Buy
419
+170
+68% +$8.63K ﹤0.01% 2859
2023
Q4 		$13K Sell
249
-65
-21% -$3.19K ﹤0.01% 3025
2023
Q3 		$14K Hold
314
– – ﹤0.01% 2911
2023
Q2 		$15K Hold
314
– – ﹤0.01% 2803
2023
Q1 		$13K Hold
314
– – ﹤0.01% 2777
2022
Q4 		$14K Buy
314
+9
+3% +$369 ﹤0.01% 2596
2022
Q3 		$10K Sell
305
-219
-42% -$7.87K ﹤0.01% 2661
2022
Q2 		$20K Buy
+524
New +$22.3K ﹤0.01% 2102
2018
Q4 		– Sell
-18
Closed – – 2103
2018
Q3 		$0 Buy
+18
New +$539 ﹤0.01% 1850

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Pathward Financial (CASH) stake by 16% in Q1 2026, buying an estimated $9.58K and bringing the position to 808 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Carson Wealth (CWM LLC) first reported a position in CASH in Q3 2018 and has held it in 17 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 808 shares of Pathward Financial worth $72.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 110 Pathward Financial shares in Q1 2026, an estimated $9.58K.
  • Pathward Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3520 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pathward Financial in Q3 2018 and has held it in 17 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

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