Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Commonwealth Financial FCF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCF Stock Details FCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Buy
15,763
+3,232
+26% +$56.9K ﹤0.01% 2445
2025
Q4 		$211K Sell
12,531
-1,857
-13% -$30.4K ﹤0.01% 2528
2025
Q3 		$245K Buy
14,388
+5,664
+65% +$96.7K ﹤0.01% 2285
2025
Q2 		$142K Buy
8,724
+792
+10% +$12.2K ﹤0.01% 2440
2025
Q1 		$123K Buy
7,932
+3,362
+74% +$54.6K ﹤0.01% 2248
2024
Q4 		$77K Buy
4,570
+740
+19% +$13.1K ﹤0.01% 2465
2024
Q3 		$66K Buy
3,830
+1,835
+92% +$30.1K ﹤0.01% 2473
2024
Q2 		$28K Buy
1,995
+1,633
+451% +$21.9K ﹤0.01% 2891
2024
Q1 		$5K Sell
362
-80
-18% -$1.1K ﹤0.01% 3650
2023
Q4 		$7K Buy
442
+5
+1% +$67 ﹤0.01% 3340
2023
Q3 		$5K Sell
437
-60
-12% -$790 ﹤0.01% 3446
2023
Q2 		$6K Sell
497
-679
-58% -$8.57K ﹤0.01% 3342
2023
Q1 		$15K Buy
1,176
+351
+43% +$5.06K ﹤0.01% 2687
2022
Q4 		$12K Buy
825
+142
+21% +$2K ﹤0.01% 2691
2022
Q3 		$9K Buy
683
+123
+22% +$1.72K ﹤0.01% 2743
2022
Q2 		$8K Sell
560
-1,041
-65% -$14.4K ﹤0.01% 2698
2022
Q1 		$24K Buy
1,601
+914
+133% +$14.8K ﹤0.01% 1968
2021
Q4 		$11K Buy
+687
New +$10.4K ﹤0.01% 2296
2014
Q1 		– Sell
-330
Closed -$3K – 267
2013
Q4 		$3K Buy
+330
New +$2.84K ﹤0.01% 567

Other funds holding FCF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Commonwealth Financial (FCF) stake by 26% in Q1 2026, buying an estimated $56.9K and bringing the position to 15,763 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Carson Wealth (CWM LLC) first reported a position in FCF in Q4 2013 and has held it in 19 quarters since. 260 funds tracked by Wall St. Rank hold FCF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,763 shares of First Commonwealth Financial worth $277K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,232 First Commonwealth Financial shares in Q1 2026, an estimated $56.9K.
  • First Commonwealth Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2445 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Commonwealth Financial in Q4 2013 and has held it in 19 quarters since.
  • 260 funds tracked by Wall St. Rank held First Commonwealth Financial as of Q1 2026.

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