Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Great Southern Bancorp GSBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GSBC Stock Details GSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110K Sell
1,736
-263
-13% -$16.4K ﹤0.01% 3182
2025
Q4 		$123K Sell
1,999
-790
-28% -$47.5K ﹤0.01% 2910
2025
Q3 		$171K Buy
2,789
+1,930
+225% +$118K ﹤0.01% 2562
2025
Q2 		$50K Buy
859
+516
+150% +$28.8K ﹤0.01% 3276
2025
Q1 		$19K Buy
343
+45
+15% +$2.63K ﹤0.01% 3705
2024
Q4 		$18K Buy
298
+17
+6% +$1.03K ﹤0.01% 3513
2024
Q3 		$16K Buy
281
+91
+48% +$5.29K ﹤0.01% 3505
2024
Q2 		$11K Buy
190
+184
+3,067% +$9.63K ﹤0.01% 3486
2024
Q1 		$0 Buy
+6
New +$320 ﹤0.01% 4487

Other funds holding GSBC

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Great Southern Bancorp (GSBC) stake by 13% in Q1 2026, selling an estimated $16.4K and leaving 1,736 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Carson Wealth (CWM LLC) first reported a position in GSBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $171K in Q3 2025. 143 funds tracked by Wall St. Rank hold GSBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,736 shares of Great Southern Bancorp worth $110K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 263 Great Southern Bancorp shares in Q1 2026, an estimated $16.4K.
  • Great Southern Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3182 holding.
  • Carson Wealth (CWM LLC) first reported a position in Great Southern Bancorp in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Great Southern Bancorp position peaked at $171K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Great Southern Bancorp as of Q1 2026.

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