Carson Wealth (CWM LLC)
JCAP

Carson Wealth (CWM LLC)’s Jefferson Capital JCAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Buy
575
+236
+70% +$4.99K ﹤0.01% 4734
2025
Q4 		$8K Sell
339
-5,407
-94% -$109K ﹤0.01% 4679
2025
Q3 		$99K Buy
+5,746
New +$102K ﹤0.01% 3000

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Jefferson Capital (JCAP) stake by 70% in Q1 2026, buying an estimated $4.99K and bringing the position to 575 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4734.

Carson Wealth (CWM LLC) first reported a position in JCAP in Q3 2025 and has held it in 3 quarters since. The position peaked at $99K in Q3 2025. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 575 shares of Jefferson Capital worth $11.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 236 Jefferson Capital shares in Q1 2026, an estimated $4.99K.
  • Jefferson Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4734 holding.
  • Carson Wealth (CWM LLC) first reported a position in Jefferson Capital in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Jefferson Capital position peaked at $99K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

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