Carson Wealth (CWM LLC)
CFFI icon

Carson Wealth (CWM LLC)’s C&F Financial CFFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.14K Hold
43
– – ﹤0.01% 5170
2025
Q4 		$3K Buy
43
+8
+23% +$558 ﹤0.01% 4954
2025
Q3 		$2K Buy
+35
New +$2.38K ﹤0.01% 4980
2024
Q3 		– Sell
-23
Closed -$1K – 4863
2024
Q2 		$1K Buy
+23
New +$1K ﹤0.01% 4332

Other funds holding CFFI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its C&F Financial (CFFI) position steady in Q1 2026 at 43 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #5170.

Carson Wealth (CWM LLC) first reported a position in CFFI in Q2 2024 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold CFFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43 shares of C&F Financial worth $3.14K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its C&F Financial share count unchanged in Q1 2026.
  • C&F Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5170 holding.
  • Carson Wealth (CWM LLC) first reported a position in C&F Financial in Q2 2024 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held C&F Financial as of Q1 2026.

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