Carson Wealth (CWM LLC)
PANL icon

Carson Wealth (CWM LLC)’s Pangaea Logistics PANL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.18K Buy
1,155
+313
+37% +$2.47K ﹤0.01% 4853
2025
Q4 		$6K Sell
842
-92
-10% -$556 ﹤0.01% 4763
2025
Q3 		$5K Sell
934
-174
-16% -$900 ﹤0.01% 4748
2025
Q2 		$5K Sell
1,108
-3,333
-75% -$14.8K ﹤0.01% 4634
2025
Q1 		$21K Buy
4,441
+3,820
+615% +$20.1K ﹤0.01% 3640
2024
Q4 		$3K Sell
621
-421
-40% -$2.54K ﹤0.01% 4439
2024
Q3 		$8K Sell
1,042
-1,899
-65% -$13.1K ﹤0.01% 3896
2024
Q2 		$23K Buy
2,941
+1,560
+113% +$11.6K ﹤0.01% 3027
2024
Q1 		$10K Buy
+1,381
New +$11.3K ﹤0.01% 3344

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pangaea Logistics (PANL) stake by 37% in Q1 2026, buying an estimated $2.47K and bringing the position to 1,155 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4853.

Carson Wealth (CWM LLC) first reported a position in PANL in Q1 2024 and has held it in 9 quarters since. The position peaked at $23K in Q2 2024. 146 funds tracked by Wall St. Rank hold PANL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,155 shares of Pangaea Logistics worth $8.18K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 313 Pangaea Logistics shares in Q1 2026, an estimated $2.47K.
  • Pangaea Logistics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4853 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pangaea Logistics in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Pangaea Logistics position peaked at $23K in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Pangaea Logistics as of Q1 2026.

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