Carson Wealth (CWM LLC)
INR

Carson Wealth (CWM LLC)’s Infinity Natural Resources INR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INR Stock Details INR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$149K Buy
8,467
+414
+5% +$6.76K ﹤0.01% 2958
2025
Q4 		$119K Buy
8,053
+5,519
+218% +$72.4K ﹤0.01% 2937
2025
Q3 		$33K Buy
2,534
+359
+17% +$5.14K ﹤0.01% 3826
2025
Q2 		$40K Buy
+2,175
New +$37K ﹤0.01% 3458

Other funds holding INR

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Infinity Natural Resources (INR) stake by 5.1% in Q1 2026, buying an estimated $6.76K and bringing the position to 8,467 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Carson Wealth (CWM LLC) first reported a position in INR in Q2 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold INR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,467 shares of Infinity Natural Resources worth $149K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 414 Infinity Natural Resources shares in Q1 2026, an estimated $6.76K.
  • Infinity Natural Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2958 holding.
  • Carson Wealth (CWM LLC) first reported a position in Infinity Natural Resources in Q2 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q1 2026.

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