Carson Wealth (CWM LLC)’s First American FAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $760K | Sell |
12,611
-11,104
| -47% | -$711K | ﹤0.01% | 1719 |
|
|
2025
Q4 | $1.46M | Buy |
23,715
+5,257
| +28% | +$330K | ﹤0.01% | 1301 |
|
|
2025
Q3 | $1.19M | Buy |
18,458
+9,027
| +96% | +$569K | ﹤0.01% | 1313 |
|
|
2025
Q2 | $579K | Sell |
9,431
-16,194
| -63% | -$961K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $1.68M | Buy |
25,625
+10,482
| +69% | +$664K | 0.01% | 887 |
|
|
2024
Q4 | $946K | Buy |
15,143
+1,764
| +13% | +$115K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $883K | Buy |
13,379
+7,150
| +115% | +$436K | ﹤0.01% | 1111 |
|
|
2024
Q2 | $336K | Buy |
6,229
+4,433
| +247% | +$246K | ﹤0.01% | 1346 |
|
|
2024
Q1 | $110K | Buy |
1,796
+1,019
| +131% | +$60.2K | ﹤0.01% | 1819 |
|
|
2023
Q4 | $50K | Sell |
777
-74
| -9% | -$4.22K | ﹤0.01% | 2184 |
|
|
2023
Q3 | $48K | Buy |
851
+90
| +12% | +$5.4K | ﹤0.01% | 2085 |
|
|
2023
Q2 | $43K | Sell |
761
-96
| -11% | -$5.42K | ﹤0.01% | 2088 |
|
|
2023
Q1 | $48K | Sell |
857
-177
| -17% | -$10.2K | ﹤0.01% | 1898 |
|
|
2022
Q4 | $54K | Sell |
1,034
-265
| -20% | -$13.4K | ﹤0.01% | 1686 |
|
|
2022
Q3 | $60K | Sell |
1,299
-63,361
| -98% | -$3.43M | ﹤0.01% | 1581 |
|
|
2022
Q2 | $3.42M | Buy |
64,660
+6,195
| +11% | +$361K | 0.03% | 339 |
|
|
2022
Q1 | $3.79M | Buy |
58,465
+655
| +1% | +$46.6K | 0.03% | 332 |
|
|
2021
Q4 | $4.52M | Buy |
+57,810
| New | +$4.31M | 0.03% | 309 |
|
|
2021
Q2 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2021
Q1 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2020
Q4 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2020
Q3 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2020
Q2 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2020
Q1 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2019
Q4 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2019
Q3 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2019
Q2 | $3.31M | Hold |
53,058
| – | – | 0.03% | 338 |
|
|
2019
Q1 | $3.31M | Buy |
53,058
+52,852
| +25,656% | +$2.62M | 0.03% | 338 |
|
|
2018
Q4 | $9K | Buy |
206
+117
| +131% | +$5.43K | ﹤0.01% | 1361 |
|
|
2018
Q3 | $5K | Sell |
89
-30
| -25% | -$1.64K | ﹤0.01% | 1340 |
|
|
2018
Q2 | $6K | Buy |
119
+38
| +47% | +$2.02K | ﹤0.01% | 1144 |
|
|
2018
Q1 | $5K | Buy |
81
+28
| +53% | +$1.64K | ﹤0.01% | 1013 |
|
|
2017
Q4 | $3K | Buy |
+53
| New | +$2.85K | ﹤0.01% | 1194 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$3K | – | 1123 |
|
|
2016
Q3 | $3K | Buy |
+80
| New | +$3.32K | ﹤0.01% | 878 |
|
Other funds holding FAF
VPM
VCM
AI
Carson Wealth (CWM LLC)'s FAF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its First American (FAF) stake by 47% in Q1 2026, selling an estimated $711K and leaving 12,611 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.
Carson Wealth (CWM LLC) first reported a position in FAF in Q3 2016 and has held it in 34 quarters since. The position peaked at $4.52M in Q4 2021. 441 funds tracked by Wall St. Rank hold FAF as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,611 shares of First American worth $760K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 11,104 First American shares in Q1 2026, an estimated $711K.
- First American made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1719 holding.
- Carson Wealth (CWM LLC) first reported a position in First American in Q3 2016 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s First American position peaked at $4.52M in Q4 2021.
- 441 funds tracked by Wall St. Rank held First American as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.