Carson Wealth (CWM LLC)
CFBK icon

Carson Wealth (CWM LLC)’s CF Bankshares CFBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.9K Buy
1,967
+524
+36% +$15.3K ﹤0.01% 3749
2025
Q4 		$36K Buy
1,443
+250
+21% +$5.97K ﹤0.01% 3827
2025
Q3 		$29K Buy
+1,193
New +$29K ﹤0.01% 3899

Other funds holding CFBK

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CF Bankshares (CFBK) stake by 36% in Q1 2026, buying an estimated $15.3K and bringing the position to 1,967 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Carson Wealth (CWM LLC) first reported a position in CFBK in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold CFBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,967 shares of CF Bankshares worth $54.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 524 CF Bankshares shares in Q1 2026, an estimated $15.3K.
  • CF Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3749 holding.
  • Carson Wealth (CWM LLC) first reported a position in CF Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held CF Bankshares as of Q1 2026.

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