Carson Wealth (CWM LLC)
DLO icon

Carson Wealth (CWM LLC)’s dLocal DLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$143K Buy
11,015
+1,015
+10% +$13.2K ﹤0.01% 2991
2025
Q4 		$141K Hold
10,000
– – ﹤0.01% 2829
2025
Q3 		$143K Hold
10,000
– – ﹤0.01% 2703
2025
Q2 		$113K Buy
+10,000
New +$98.4K ﹤0.01% 2605

Other funds holding DLO

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cria Inc New York $124M AUM
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its dLocal (DLO) stake by 10% in Q1 2026, buying an estimated $13.2K and bringing the position to 11,015 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Carson Wealth (CWM LLC) first reported a position in DLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $143K in Q3 2025. 154 funds tracked by Wall St. Rank hold DLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,015 shares of dLocal worth $143K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,015 dLocal shares in Q1 2026, an estimated $13.2K.
  • dLocal made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2991 holding.
  • Carson Wealth (CWM LLC) first reported a position in dLocal in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s dLocal position peaked at $143K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held dLocal as of Q1 2026.

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