Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Donnelley Financial Solutions DFIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Buy
3,289
+2,581
+365% +$127K ﹤0.01% 2940
2025
Q4 		$33K Sell
708
-41
-5% -$1.98K ﹤0.01% 3883
2025
Q3 		$39K Buy
749
+59
+9% +$3.37K ﹤0.01% 3717
2025
Q2 		$43K Buy
690
+241
+54% +$12.4K ﹤0.01% 3392
2025
Q1 		$20K Buy
449
+50
+13% +$2.77K ﹤0.01% 3666
2024
Q4 		$25K Sell
399
-174
-30% -$10.9K ﹤0.01% 3282
2024
Q3 		$38K Buy
573
+101
+21% +$6.56K ﹤0.01% 2900
2024
Q2 		$28K Buy
472
+198
+72% +$12.1K ﹤0.01% 2889
2024
Q1 		$17K Buy
274
+2
+0.7% +$125 ﹤0.01% 3005
2023
Q4 		$17K Sell
272
-34
-11% -$1.94K ﹤0.01% 2866
2023
Q3 		$17K Sell
306
-500
-62% -$24.3K ﹤0.01% 2780
2023
Q2 		$37K Buy
806
+500
+163% +$22.1K ﹤0.01% 2205
2023
Q1 		$13K Buy
306
+103
+51% +$4.38K ﹤0.01% 2782
2022
Q4 		$8K Buy
203
+31
+18% +$1.16K ﹤0.01% 2917
2022
Q3 		$6K Buy
172
+19
+12% +$712 ﹤0.01% 2959
2022
Q2 		$4K Sell
153
-73
-32% -$2.17K ﹤0.01% 3064
2022
Q1 		$8K Buy
226
+35
+18% +$1.25K ﹤0.01% 2606
2021
Q4 		$9K Buy
+191
New +$8.28K ﹤0.01% 2398
2021
Q2 		$5K Hold
144
– – ﹤0.01% 2345
2021
Q1 		$5K Hold
144
– – ﹤0.01% 2345
2020
Q4 		$5K Hold
144
– – ﹤0.01% 2345
2020
Q3 		$5K Hold
144
– – ﹤0.01% 2345
2020
Q2 		$5K Hold
144
– – ﹤0.01% 2343
2020
Q1 		$5K Hold
144
– – ﹤0.01% 2343
2019
Q4 		$5K Hold
144
– – ﹤0.01% 2343
2019
Q3 		$5K Hold
144
– – ﹤0.01% 2343
2019
Q2 		$5K Hold
144
– – ﹤0.01% 2343
2019
Q1 		$5K Buy
+144
New +$2.16K ﹤0.01% 2342
2017
Q3 		– Sell
-62
Closed -$1K – 1485
2017
Q2 		$1K Buy
+62
New +$1.36K ﹤0.01% 1083

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Donnelley Financial Solutions (DFIN) stake by 365% in Q1 2026, buying an estimated $127K and bringing the position to 3,289 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

Carson Wealth (CWM LLC) first reported a position in DFIN in Q2 2017 and has held it in 29 quarters since. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,289 shares of Donnelley Financial Solutions worth $155K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,581 Donnelley Financial Solutions shares in Q1 2026, an estimated $127K.
  • Donnelley Financial Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2940 holding.
  • Carson Wealth (CWM LLC) first reported a position in Donnelley Financial Solutions in Q2 2017 and has held it in 29 quarters since.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

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