Carson Wealth (CWM LLC)
OBE

Carson Wealth (CWM LLC)’s Obsidian Energy OBE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322 Hold
34
– – ﹤0.01% 5495
2025
Q4 		$0 Buy
+34
New +$206 ﹤0.01% 5552
2024
Q4 		– Sell
-8
Closed – – 5082
2024
Q3 		$0 Sell
8
-65
-89% -$436 ﹤0.01% 5047
2024
Q2 		$1K Buy
73
+65
+813% +$510 ﹤0.01% 4441
2024
Q1 		$0 Buy
+8
New +$56 ﹤0.01% 4611
2022
Q3 		– Sell
-102
Closed -$1K – 4111
2022
Q2 		$1K Buy
+102
New +$902 ﹤0.01% 3590

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Obsidian Energy (OBE) position steady in Q1 2026 at 34 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #5495.

Carson Wealth (CWM LLC) first reported a position in OBE in Q2 2022 and has held it in 6 quarters since. The position peaked at $1K in Q2 2024. 98 funds tracked by Wall St. Rank hold OBE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34 shares of Obsidian Energy worth $322 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Obsidian Energy share count unchanged in Q1 2026.
  • Obsidian Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5495 holding.
  • Carson Wealth (CWM LLC) first reported a position in Obsidian Energy in Q2 2022 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Obsidian Energy position peaked at $1K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2026.

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