Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Citizens CIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31K Sell
260
-274
-51% -$1.46K ﹤0.01% 5359
2025
Q4 		$3K Buy
534
+353
+195% +$1.95K ﹤0.01% 4955
2025
Q3 		$1K Buy
+181
New +$845 ﹤0.01% 5091
2022
Q3 		– Sell
-762
Closed -$3K – 3938
2022
Q2 		$3K Buy
762
+375
+97% +$1.35K ﹤0.01% 3171
2022
Q1 		$2K Buy
387
+8
+2% +$36 ﹤0.01% 3146
2021
Q4 		$2K Buy
+379
New +$2.32K ﹤0.01% 3097

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Carson Wealth (CWM LLC) reduced its Citizens (CIA) stake by 51% in Q1 2026, selling an estimated $1.46K and leaving 260 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #5359.

Carson Wealth (CWM LLC) first reported a position in CIA in Q4 2021 and has held it in 6 quarters since. The position peaked at $3K in Q4 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 260 shares of Citizens worth $1.31K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 274 Citizens shares in Q1 2026, an estimated $1.46K.
  • Citizens made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5359 holding.
  • Carson Wealth (CWM LLC) first reported a position in Citizens in Q4 2021 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Citizens position peaked at $3K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

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