Carson Wealth (CWM LLC)
CURR

Carson Wealth (CWM LLC)’s Currenc Group CURR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CURR Stock Details CURR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15K Hold
822
– – ﹤0.01% 5259
2025
Q4 		$1K Hold
822
– – ﹤0.01% 5320
2025
Q3 		$1K Buy
+822
New +$1.39K ﹤0.01% 5219

Other funds holding CURR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Currenc Group (CURR) position steady in Q1 2026 at 822 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #5259.

Carson Wealth (CWM LLC) first reported a position in CURR in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold CURR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 822 shares of Currenc Group worth $2.15K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Currenc Group share count unchanged in Q1 2026.
  • Currenc Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5259 holding.
  • Carson Wealth (CWM LLC) first reported a position in Currenc Group in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Currenc Group as of Q1 2026.

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