Carson Wealth (CWM LLC)
PDS

Carson Wealth (CWM LLC)’s Precision Drilling PDS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46K Buy
+25
New +$2.14K ﹤0.01% 5226

Other funds holding PDS

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Precision Drilling (PDS) in Q1 2026: 25 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #5226 among its holdings.

139 funds tracked by Wall St. Rank hold PDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25 shares of Precision Drilling worth $2.46K as of Q1 2026.
  • Precision Drilling was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Precision Drilling made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5226 holding.
  • 139 funds tracked by Wall St. Rank held Precision Drilling as of Q1 2026.

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