Carson Wealth (CWM LLC)
FBYD icon

Carson Wealth (CWM LLC)’s Falcon's Beyond FBYD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBYD Stock Details FBYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51K Buy
+462
New +$3.34K ﹤0.01% 4939

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Falcon's Beyond (FBYD) in Q1 2026: 462 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #4939 among its holdings.

60 funds tracked by Wall St. Rank hold FBYD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 462 shares of Falcon's Beyond worth $6.51K as of Q1 2026.
  • Falcon's Beyond was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Falcon's Beyond made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4939 holding.
  • 60 funds tracked by Wall St. Rank held Falcon's Beyond as of Q1 2026.

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