Carson Wealth (CWM LLC)
PLG

Carson Wealth (CWM LLC)’s Platinum Group Metals PLG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363 Buy
+205
New +$496 ﹤0.01% 5485
2023
Q3 		– Sell
-20
Closed – – 4459
2023
Q2 		$0 Hold
20
– – ﹤0.01% 4400
2023
Q1 		$0 Buy
+20
New +$30 ﹤0.01% 4276

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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Platinum Group Metals (PLG) in Q1 2026: 205 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #5485 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in PLG as recently as Q2 2023.

Carson Wealth (CWM LLC) first reported a position in PLG in Q1 2023 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PLG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 205 shares of Platinum Group Metals worth $363 as of Q1 2026.
  • Platinum Group Metals was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Platinum Group Metals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5485 holding.
  • Carson Wealth (CWM LLC) first reported a position in Platinum Group Metals in Q1 2023 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Platinum Group Metals as of Q1 2026.

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