Carson Wealth (CWM LLC)
FSFG

Carson Wealth (CWM LLC)’s First Savings Financial Group FSFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSFG Stock Details FSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,907
Closed -$61K – 5725
2025
Q4 		$61K Buy
1,907
+174
+10% +$5.41K ﹤0.01% 3449
2025
Q3 		$54K Buy
+1,733
New +$46.6K ﹤0.01% 3463

Other funds holding FSFG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of First Savings Financial Group (FSFG) in Q1 2026, closing a stake of 1,907 shares — an estimated $61K sold.

Carson Wealth (CWM LLC) first reported a position in FSFG in Q3 2025 and held it in 2 quarters. The position peaked at $61K in Q4 2025. 1 fund tracked by Wall St. Rank holds FSFG as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining First Savings Financial Group position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,907 First Savings Financial Group shares in Q1 2026, an estimated $61K.
  • Carson Wealth (CWM LLC) first reported a position in First Savings Financial Group in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s First Savings Financial Group position peaked at $61K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held First Savings Financial Group as of Q1 2026.

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