Carson Wealth (CWM LLC)
QFIN icon

Carson Wealth (CWM LLC)’s Qfin Holdings QFIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QFIN Stock Details QFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607 Sell
47
-640
-93% -$9.84K ﹤0.01% 5453
2025
Q4 		$13K Sell
687
-128
-16% -$2.88K ﹤0.01% 4429
2025
Q3 		$23K Hold
815
– – ﹤0.01% 4044
2025
Q2 		$35K Sell
815
-114
-12% -$4.75K ﹤0.01% 3534
2025
Q1 		$42K Sell
929
-49
-5% -$2.03K ﹤0.01% 3129
2024
Q4 		$38K Sell
978
-70
-7% -$2.42K ﹤0.01% 2990
2024
Q3 		$31K Buy
1,048
+113
+12% +$2.57K ﹤0.01% 3076
2024
Q2 		$18K Buy
935
+110
+13% +$2.16K ﹤0.01% 3192
2024
Q1 		$15K Sell
825
-264
-24% -$4.14K ﹤0.01% 3104
2023
Q4 		$17K Sell
1,089
-445
-29% -$6.82K ﹤0.01% 2881
2023
Q3 		$24K Buy
1,534
+303
+25% +$5.17K ﹤0.01% 2573
2023
Q2 		$21K Buy
1,231
+42
+4% +$706 ﹤0.01% 2611
2023
Q1 		$23K Sell
1,189
-11
-0.9% -$231 ﹤0.01% 2409
2022
Q4 		$24K Buy
1,200
+461
+62% +$6.84K ﹤0.01% 2244
2022
Q3 		$9K Buy
739
+23
+3% +$335 ﹤0.01% 2768
2022
Q2 		$12K Buy
716
+545
+319% +$8.09K ﹤0.01% 2475
2022
Q1 		$3K Sell
171
-56
-25% -$1.05K ﹤0.01% 3067
2021
Q4 		$5K Buy
+227
New +$5.05K ﹤0.01% 2750

Other funds holding QFIN

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
FCCPG
FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.25B AUM 18.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
TC
Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Qfin Holdings (QFIN) stake by 93% in Q1 2026, selling an estimated $9.84K and leaving 47 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #5453.

Carson Wealth (CWM LLC) first reported a position in QFIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $42K in Q1 2025. 177 funds tracked by Wall St. Rank hold QFIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47 shares of Qfin Holdings worth $607 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 640 Qfin Holdings shares in Q1 2026, an estimated $9.84K.
  • Qfin Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5453 holding.
  • Carson Wealth (CWM LLC) first reported a position in Qfin Holdings in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Qfin Holdings position peaked at $42K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Qfin Holdings as of Q1 2026.

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