Carson Wealth (CWM LLC)
KFRC icon

Carson Wealth (CWM LLC)’s Kforce KFRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KFRC Stock Details KFRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$537K Sell
18,351
-2,645
-13% -$80.4K ﹤0.01% 1964
2025
Q4 		$649K Buy
20,996
+10,764
+105% +$317K ﹤0.01% 1762
2025
Q3 		$307K Buy
10,232
+7,583
+286% +$269K ﹤0.01% 2113
2025
Q2 		$109K Buy
2,649
+2,349
+783% +$98.5K ﹤0.01% 2637
2025
Q1 		$15K Buy
300
+88
+42% +$4.58K ﹤0.01% 3876
2024
Q4 		$12K Buy
212
+173
+444% +$10.1K ﹤0.01% 3765
2024
Q3 		$2K Buy
39
+10
+34% +$640 ﹤0.01% 4410
2024
Q2 		$2K Buy
+29
New +$1.84K ﹤0.01% 4224
2022
Q3 		– Sell
-3
Closed – – 4054
2022
Q2 		$0 Sell
3
-2
-40% -$137 ﹤0.01% 3948
2022
Q1 		$0 Buy
5
+2
+67% +$143 ﹤0.01% 3696
2021
Q4 		$0 Buy
+3
New +$215 ﹤0.01% 3570

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Kforce (KFRC) stake by 13% in Q1 2026, selling an estimated $80.4K and leaving 18,351 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Carson Wealth (CWM LLC) first reported a position in KFRC in Q4 2021 and has held it in 11 quarters since. The position peaked at $649K in Q4 2025. 204 funds tracked by Wall St. Rank hold KFRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,351 shares of Kforce worth $537K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,645 Kforce shares in Q1 2026, an estimated $80.4K.
  • Kforce made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1964 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kforce in Q4 2021 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Kforce position peaked at $649K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Kforce as of Q1 2026.

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