Carson Wealth (CWM LLC)
OPFI icon

Carson Wealth (CWM LLC)’s OppFi OPFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.07K Buy
528
+161
+44% +$1.47K ﹤0.01% 5094
2025
Q4 		$4K Buy
367
+18
+5% +$183 ﹤0.01% 4904
2025
Q3 		$4K Buy
349
+8
+2% +$90 ﹤0.01% 4834
2025
Q2 		$5K Sell
341
-35
-9% -$393 ﹤0.01% 4633
2025
Q1 		$3K Buy
376
+136
+57% +$1.51K ﹤0.01% 4656
2024
Q4 		$2K Buy
240
+41
+21% +$259 ﹤0.01% 4586
2024
Q3 		$1K Buy
199
+82
+70% +$340 ﹤0.01% 4661
2024
Q2 		$0 Buy
+117
New +$356 ﹤0.01% 4838

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its OppFi (OPFI) stake by 44% in Q1 2026, buying an estimated $1.47K and bringing the position to 528 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #5094.

Carson Wealth (CWM LLC) first reported a position in OPFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 528 shares of OppFi worth $4.07K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 161 OppFi shares in Q1 2026, an estimated $1.47K.
  • OppFi made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5094 holding.
  • Carson Wealth (CWM LLC) first reported a position in OppFi in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s OppFi position peaked at $5K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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