Carson Wealth (CWM LLC)
PAY icon

Carson Wealth (CWM LLC)’s Paymentus PAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAY Stock Details PAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216K Buy
8,503
+8,316
+4,447% +$219K ﹤0.01% 2675
2025
Q4 		$6K Buy
187
+15
+9% +$489 ﹤0.01% 4764
2025
Q3 		$5K Sell
172
-7
-4% -$231 ﹤0.01% 4749
2025
Q2 		$6K Buy
179
+54
+43% +$1.81K ﹤0.01% 4554
2025
Q1 		$3K Buy
125
+81
+184% +$2.4K ﹤0.01% 4662
2024
Q4 		$1K Buy
44
+16
+57% +$475 ﹤0.01% 4770
2024
Q3 		$1K Buy
28
+20
+250% +$419 ﹤0.01% 4667
2024
Q2 		$0 Buy
+8
New +$157 ﹤0.01% 4848

Other funds holding PAY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Paymentus (PAY) stake by 4,447% in Q1 2026, buying an estimated $219K and bringing the position to 8,503 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Carson Wealth (CWM LLC) first reported a position in PAY in Q2 2024 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold PAY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,503 shares of Paymentus worth $216K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,316 Paymentus shares in Q1 2026, an estimated $219K.
  • Paymentus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2675 holding.
  • Carson Wealth (CWM LLC) first reported a position in Paymentus in Q2 2024 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held Paymentus as of Q1 2026.

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