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

Black Diamond Capital Management I St. Thomas $151M AUM 19.79% 1-Year Est. Return

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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.