Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Financial Institutions FISI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Buy
9,379
+811
+9% +$26.1K ﹤0.01% 2387
2025
Q4 		$267K Buy
8,568
+34
+0.4% +$1K ﹤0.01% 2327
2025
Q3 		$232K Buy
8,534
+236
+3% +$6.3K ﹤0.01% 2331
2025
Q2 		$213K Sell
8,298
-924
-10% -$23.1K ﹤0.01% 2126
2025
Q1 		$230K Buy
9,222
+688
+8% +$18.6K ﹤0.01% 1834
2024
Q4 		$233K Buy
8,534
+362
+4% +$9.53K ﹤0.01% 1730
2024
Q3 		$208K Buy
8,172
+2,734
+50% +$65.3K ﹤0.01% 1736
2024
Q2 		$105K Buy
5,438
+3,266
+150% +$57.9K ﹤0.01% 1948
2024
Q1 		$41K Buy
2,172
+606
+39% +$12K ﹤0.01% 2425
2023
Q4 		$33K Buy
1,566
+1,032
+193% +$18.4K ﹤0.01% 2439
2023
Q3 		$9K Buy
534
+443
+487% +$7.79K ﹤0.01% 3187
2023
Q2 		$1K Sell
91
-110
-55% -$1.86K ﹤0.01% 3956
2023
Q1 		$4K Hold
201
– – ﹤0.01% 3381
2022
Q4 		$5K Hold
201
– – ﹤0.01% 3163
2022
Q3 		$5K Buy
+201
New +$5.22K ﹤0.01% 3061

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Financial Institutions (FISI) stake by 9.5% in Q1 2026, buying an estimated $26.1K and bringing the position to 9,379 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Carson Wealth (CWM LLC) first reported a position in FISI in Q3 2022 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,379 shares of Financial Institutions worth $297K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 811 Financial Institutions shares in Q1 2026, an estimated $26.1K.
  • Financial Institutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2387 holding.
  • Carson Wealth (CWM LLC) first reported a position in Financial Institutions in Q3 2022 and has held it in 15 quarters since.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

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