Carson Wealth (CWM LLC)’s Flushing Financial FFIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FFIC Stock Details FFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$722K	Buy	47,034 +6,134	+15%	+$95.9K	﹤0.01%	1764
2025 Q4	$620K	Buy	40,900 +4,647	+13%	+$70.4K	﹤0.01%	1788
2025 Q3	$501K	Buy	36,253 +22,499	+164%	+$293K	﹤0.01%	1799
2025 Q2	$163K	Sell	13,754 -10,246	-43%	-$124K	﹤0.01%	2355
2025 Q1	$305K	Buy	24,000 +10,610	+79%	+$149K	﹤0.01%	1662
2024 Q4	$191K	Buy	13,390 +297	+2%	+$4.73K	﹤0.01%	1846
2024 Q3	$191K	Buy	13,093 +7,559	+137%	+$106K	﹤0.01%	1779
2024 Q2	$73K	Buy	5,534 +2,575	+87%	+$31.4K	﹤0.01%	2201
2024 Q1	$37K	Hold	2,959	–	–	﹤0.01%	2496
2023 Q4	$49K	Hold	2,959	–	–	﹤0.01%	2191
2023 Q3	$39K	Hold	2,959	–	–	﹤0.01%	2216
2023 Q2	$36K	Buy	2,959 +2,944	+19,627%	+$37K	﹤0.01%	2225
2023 Q1	$0	Buy	+15	New	+$276	﹤0.01%	4145

Other funds holding FFIC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Flushing Financial (FFIC) stake by 15% in Q1 2026, buying an estimated $95.9K and bringing the position to 47,034 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Carson Wealth (CWM LLC) first reported a position in FFIC in Q1 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold FFIC as of Q1 2026.

Carson Wealth (CWM LLC) held 47,034 shares of Flushing Financial worth $722K as of Q1 2026.
Carson Wealth (CWM LLC) bought 6,134 Flushing Financial shares in Q1 2026, an estimated $95.9K.
Flushing Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1764 holding.
Carson Wealth (CWM LLC) first reported a position in Flushing Financial in Q1 2023 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held Flushing Financial as of Q1 2026.

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