Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Central Pacific Financial CPF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
4,173
+45
+1% +$1.45K ﹤0.01% 3037
2025
Q4 		$129K Buy
4,128
+102
+3% +$3.08K ﹤0.01% 2880
2025
Q3 		$122K Buy
4,026
+188
+5% +$5.5K ﹤0.01% 2821
2025
Q2 		$108K Sell
3,838
-447
-10% -$11.8K ﹤0.01% 2641
2025
Q1 		$116K Buy
4,285
+639
+18% +$18K ﹤0.01% 2298
2024
Q4 		$106K Buy
3,646
+169
+5% +$5.03K ﹤0.01% 2245
2024
Q3 		$103K Buy
3,477
+1,520
+78% +$39.1K ﹤0.01% 2179
2024
Q2 		$41K Buy
1,957
+1,349
+222% +$27.2K ﹤0.01% 2602
2024
Q1 		$12K Buy
608
+587
+2,795% +$11.2K ﹤0.01% 3218
2023
Q4 		$0 Sell
21
-39
-65% -$682 ﹤0.01% 4185
2023
Q3 		$1K Hold
60
– – ﹤0.01% 3948
2023
Q2 		$1K Sell
60
-121
-67% -$1.91K ﹤0.01% 3932
2023
Q1 		$3K Buy
181
+72
+66% +$1.53K ﹤0.01% 3476
2022
Q4 		$2K Sell
109
-270
-71% -$5.55K ﹤0.01% 3519
2022
Q3 		$8K Sell
379
-131
-26% -$2.95K ﹤0.01% 2802
2022
Q2 		$11K Buy
510
+98
+24% +$2.38K ﹤0.01% 2514
2022
Q1 		$11K Buy
412
+11
+3% +$318 ﹤0.01% 2404
2021
Q4 		$11K Buy
+401
New +$11K ﹤0.01% 2294
2021
Q2 		$3K Hold
109
– – ﹤0.01% 2508
2021
Q1 		$3K Hold
109
– – ﹤0.01% 2508
2020
Q4 		$3K Hold
109
– – ﹤0.01% 2508
2020
Q3 		$3K Hold
109
– – ﹤0.01% 2508
2020
Q2 		$3K Hold
109
– – ﹤0.01% 2507
2020
Q1 		$3K Hold
109
– – ﹤0.01% 2506
2019
Q4 		$3K Hold
109
– – ﹤0.01% 2506
2019
Q3 		$3K Hold
109
– – ﹤0.01% 2506
2019
Q2 		$3K Hold
109
– – ﹤0.01% 2506
2019
Q1 		$3K Buy
+109
New +$3.06K ﹤0.01% 2506

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Central Pacific Financial (CPF) stake by 1.1% in Q1 2026, buying an estimated $1.45K and bringing the position to 4,173 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Carson Wealth (CWM LLC) first reported a position in CPF in Q1 2019 and has held it in 28 quarters since. 199 funds tracked by Wall St. Rank hold CPF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,173 shares of Central Pacific Financial worth $133K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 45 Central Pacific Financial shares in Q1 2026, an estimated $1.45K.
  • Central Pacific Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3037 holding.
  • Carson Wealth (CWM LLC) first reported a position in Central Pacific Financial in Q1 2019 and has held it in 28 quarters since.
  • 199 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2026.

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