Carson Wealth (CWM LLC)
CPHC icon

Carson Wealth (CWM LLC)’s Canterbury Park Holding Corp CPHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPHC Stock Details CPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54K Buy
+100
New +$1.55K ﹤0.01% 5330

Other funds holding CPHC

BDCMI
Black Diamond Capital Management I St. Thomas $136M AUM
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Canterbury Park Holding Corp (CPHC) in Q1 2026: 100 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #5330 among its holdings.

25 funds tracked by Wall St. Rank hold CPHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of Canterbury Park Holding Corp worth $1.54K as of Q1 2026.
  • Canterbury Park Holding Corp was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Canterbury Park Holding Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5330 holding.
  • 25 funds tracked by Wall St. Rank held Canterbury Park Holding Corp as of Q1 2026.

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