Carson Wealth (CWM LLC)
DBI icon

Carson Wealth (CWM LLC)’s Designer Brands DBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$77.8K Buy
13,673
+31
+0.2% +$208 ﹤0.01% 3473
2025
Q4 		$101K Buy
13,642
+597
+5% +$2.87K ﹤0.01% 3053
2025
Q3 		$46K Buy
13,045
+1,411
+12% +$4.87K ﹤0.01% 3597
2025
Q2 		$28K Buy
11,634
+8,068
+226% +$24.4K ﹤0.01% 3687
2025
Q1 		$13K Buy
3,566
+3,023
+557% +$14.2K ﹤0.01% 3947
2024
Q4 		$3K Sell
543
-416
-43% -$2.33K ﹤0.01% 4395
2024
Q3 		$7K Buy
959
+950
+10,556% +$6.65K ﹤0.01% 3930
2024
Q2 		$0 Buy
9
+5
+125% +$44 ﹤0.01% 4648
2024
Q1 		$0 Sell
4
-11
-73% -$105 ﹤0.01% 4389
2023
Q4 		$0 Sell
15
-116
-89% -$1.22K ﹤0.01% 4201
2023
Q3 		$2K Hold
131
– – ﹤0.01% 3781
2023
Q2 		$1K Sell
131
-180
-58% -$1.49K ﹤0.01% 3942
2023
Q1 		$3K Sell
311
-555
-64% -$5.33K ﹤0.01% 3480
2022
Q4 		$8K Buy
866
+726
+519% +$9.79K ﹤0.01% 2916
2022
Q3 		$2K Sell
140
-141
-50% -$2.21K ﹤0.01% 3436
2022
Q2 		$4K Hold
281
– – ﹤0.01% 3063
2022
Q1 		$4K Hold
281
– – ﹤0.01% 2912
2021
Q4 		$4K Buy
+281
New +$4.02K ﹤0.01% 2810

Other funds holding DBI

SHCM
Stone House Capital Management Bay Harbor Islands, Florida $88.5M AUM 149.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Designer Brands (DBI) stake by 0.23% in Q1 2026, buying an estimated $208 and bringing the position to 13,673 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Carson Wealth (CWM LLC) first reported a position in DBI in Q4 2021 and has held it in 18 quarters since. The position peaked at $101K in Q4 2025. 137 funds tracked by Wall St. Rank hold DBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,673 shares of Designer Brands worth $77.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31 Designer Brands shares in Q1 2026, an estimated $208.
  • Designer Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3473 holding.
  • Carson Wealth (CWM LLC) first reported a position in Designer Brands in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Designer Brands position peaked at $101K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Designer Brands as of Q1 2026.

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