Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FinWise Bancorp FINW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$587 Buy
37
+20
+118% +$341 ﹤0.01% 5457
2025
Q4 		$0 Buy
17
+1
+6% +$18 ﹤0.01% 5444
2025
Q3 		$0 Buy
+16
New +$292 ﹤0.01% 5355

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US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FinWise Bancorp (FINW) stake by 118% in Q1 2026, buying an estimated $341 and bringing the position to 37 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #5457.

Carson Wealth (CWM LLC) first reported a position in FINW in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37 shares of FinWise Bancorp worth $587 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20 FinWise Bancorp shares in Q1 2026, an estimated $341.
  • FinWise Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5457 holding.
  • Carson Wealth (CWM LLC) first reported a position in FinWise Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

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