Carson Wealth (CWM LLC)
MFIN icon

Carson Wealth (CWM LLC)’s Medallion Financial MFIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.49K Buy
291
+81
+39% +$796 ﹤0.01% 5221
2025
Q4 		$2K Buy
210
+4
+2% +$40 ﹤0.01% 5104
2025
Q3 		$2K Buy
206
+80
+63% +$815 ﹤0.01% 5020
2025
Q2 		$1K Buy
126
+38
+43% +$344 ﹤0.01% 5032
2025
Q1 		$1K Buy
88
+8
+10% +$71 ﹤0.01% 4941
2024
Q4 		$1K Buy
80
+38
+90% +$354 ﹤0.01% 4747
2024
Q3 		$0 Buy
+42
New +$334 ﹤0.01% 5012

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Medallion Financial (MFIN) stake by 39% in Q1 2026, buying an estimated $796 and bringing the position to 291 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5221.

Carson Wealth (CWM LLC) first reported a position in MFIN in Q3 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 291 shares of Medallion Financial worth $2.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81 Medallion Financial shares in Q1 2026, an estimated $796.
  • Medallion Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5221 holding.
  • Carson Wealth (CWM LLC) first reported a position in Medallion Financial in Q3 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

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