Carson Wealth (CWM LLC)
FLXS icon

Carson Wealth (CWM LLC)’s Flexsteel Industries FLXS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLXS Stock Details FLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.7K Buy
616
+404
+191% +$18.7K ﹤0.01% 4222
2025
Q4 		$8K Buy
212
+113
+114% +$4.41K ﹤0.01% 4635
2025
Q3 		$5K Sell
99
-16
-14% -$663 ﹤0.01% 4722
2025
Q2 		$4K Buy
115
+106
+1,178% +$3.5K ﹤0.01% 4676
2025
Q1 		$0 Sell
9
-62
-87% -$2.9K ﹤0.01% 5101
2024
Q4 		$4K Buy
71
+37
+109% +$2.03K ﹤0.01% 4302
2024
Q3 		$2K Buy
+34
New +$1.3K ﹤0.01% 4387

Other funds holding FLXS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

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

Carson Wealth (CWM LLC) increased its Flexsteel Industries (FLXS) stake by 191% in Q1 2026, buying an estimated $18.7K and bringing the position to 616 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4222.

Carson Wealth (CWM LLC) first reported a position in FLXS in Q3 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold FLXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 616 shares of Flexsteel Industries worth $27.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 404 Flexsteel Industries shares in Q1 2026, an estimated $18.7K.
  • Flexsteel Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4222 holding.
  • Carson Wealth (CWM LLC) first reported a position in Flexsteel Industries in Q3 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Flexsteel Industries as of Q1 2026.

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