Carson Wealth (CWM LLC)
FFNW

Carson Wealth (CWM LLC)’s First Financial Northwest, Inc FFNW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FFNW Stock Details FFNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-178
Closed -$4K – 5373
2025
Q1 		$4K Buy
178
+111
+166% +$2.38K ﹤0.01% 4592
2024
Q4 		$1K Buy
67
+3
+5% +$67 ﹤0.01% 4865
2024
Q3 		$1K Buy
+64
New +$1.41K ﹤0.01% 4769

Other funds holding FFNW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ACM
Accent Capital Management Centerville, Ohio $206M AUM 29.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FFNW Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of First Financial Northwest, Inc (FFNW) in Q2 2025, closing a stake of 178 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in FFNW in Q3 2024 and held it in 3 quarters. The position peaked at $4K in Q1 2025. 13 funds tracked by Wall St. Rank hold FFNW as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining First Financial Northwest, Inc position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 178 First Financial Northwest, Inc shares in Q2 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in First Financial Northwest, Inc in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s First Financial Northwest, Inc position peaked at $4K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held First Financial Northwest, Inc as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.