Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kearny Financial KRNY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KRNY Stock Details KRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$731K Buy
96,760
+3,158
+3% +$24.3K ﹤0.01% 1757
2025
Q4 		$694K Buy
93,602
+15,901
+20% +$110K ﹤0.01% 1717
2025
Q3 		$510K Buy
77,701
+29,880
+62% +$192K ﹤0.01% 1789
2025
Q2 		$309K Sell
47,821
-7,358
-13% -$45.4K ﹤0.01% 1845
2025
Q1 		$345K Buy
55,179
+14,377
+35% +$98.4K ﹤0.01% 1603
2024
Q4 		$289K Buy
40,802
+1,925
+5% +$14.5K ﹤0.01% 1615
2024
Q3 		$267K Buy
38,877
+18,771
+93% +$124K ﹤0.01% 1609
2024
Q2 		$124K Buy
20,106
+19,047
+1,799% +$109K ﹤0.01% 1844
2024
Q1 		$7K Buy
1,059
+1,052
+15,029% +$7.36K ﹤0.01% 3514
2023
Q4 		$0 Buy
+7
New +$54 ﹤0.01% 4339
2022
Q4 		– Sell
-185
Closed -$2K – 4112
2022
Q3 		$2K Hold
185
– – ﹤0.01% 3483
2022
Q2 		$2K Buy
+185
New +$2.22K ﹤0.01% 3362
2019
Q1 		– Sell
-508
Closed -$7K – 3130
2018
Q4 		$7K Hold
508
– – ﹤0.01% 1447
2018
Q3 		$7K Hold
508
– – ﹤0.01% 1252
2018
Q2 		$7K Buy
508
+8
+2% +$111 ﹤0.01% 1108
2018
Q1 		$7K Hold
500
– – ﹤0.01% 936
2017
Q4 		$7K Hold
500
– – ﹤0.01% 984
2017
Q3 		$8K Hold
500
– – ﹤0.01% 945
2017
Q2 		$7K Hold
500
– – ﹤0.01% 838
2017
Q1 		$8K Hold
500
– – ﹤0.01% 797
2016
Q4 		$8K Hold
500
– – ﹤0.01% 771
2016
Q3 		$7K Hold
500
– – ﹤0.01% 776
2016
Q2 		$6K Hold
500
– – ﹤0.01% 609
2016
Q1 		$6K Hold
500
– – ﹤0.01% 582
2015
Q4 		$6K Buy
+500
New +$6.09K ﹤0.01% 505

Other funds holding KRNY

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 KRNY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kearny Financial (KRNY) stake by 3.4% in Q1 2026, buying an estimated $24.3K and bringing the position to 96,760 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Carson Wealth (CWM LLC) first reported a position in KRNY in Q4 2015 and has held it in 25 quarters since. 172 funds tracked by Wall St. Rank hold KRNY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 96,760 shares of Kearny Financial worth $731K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,158 Kearny Financial shares in Q1 2026, an estimated $24.3K.
  • Kearny Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1757 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kearny Financial in Q4 2015 and has held it in 25 quarters since.
  • 172 funds tracked by Wall St. Rank held Kearny Financial as of Q1 2026.

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