Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rogers Communications RCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
2,696
+55
+2% +$2.1K ﹤0.01% 3237
2025
Q4 		$100K Buy
2,641
+53
+2% +$1.99K ﹤0.01% 3059
2025
Q3 		$89K Buy
2,588
+107
+4% +$3.68K ﹤0.01% 3076
2025
Q2 		$74K Sell
2,481
-1,255
-34% -$32.9K ﹤0.01% 2966
2025
Q1 		$100K Buy
3,736
+1,363
+57% +$38.5K ﹤0.01% 2427
2024
Q4 		$73K Buy
2,373
+470
+25% +$16.8K ﹤0.01% 2499
2024
Q3 		$77K Buy
1,903
+94
+5% +$3.68K ﹤0.01% 2363
2024
Q2 		$67K Buy
1,809
+1,400
+342% +$54.3K ﹤0.01% 2261
2024
Q1 		$17K Buy
409
+43
+12% +$1.95K ﹤0.01% 3019
2023
Q4 		$17K Sell
366
-560
-60% -$23.3K ﹤0.01% 2883
2023
Q3 		$36K Buy
926
+204
+28% +$8.56K ﹤0.01% 2290
2023
Q2 		$33K Buy
722
+16
+2% +$750 ﹤0.01% 2296
2023
Q1 		$33K Buy
706
+29
+4% +$1.38K ﹤0.01% 2159
2022
Q4 		$32K Buy
677
+203
+43% +$8.65K ﹤0.01% 2044
2022
Q3 		$18K Buy
474
+189
+66% +$8.36K ﹤0.01% 2301
2022
Q2 		$14K Buy
285
+202
+243% +$10.6K ﹤0.01% 2381
2022
Q1 		$5K Buy
83
+38
+84% +$1.96K ﹤0.01% 2862
2021
Q4 		$2K Buy
+45
New +$2.11K ﹤0.01% 3170
2021
Q2 		$17K Hold
327
– – ﹤0.01% 1874
2021
Q1 		$17K Hold
327
– – ﹤0.01% 1874
2020
Q4 		$17K Hold
327
– – ﹤0.01% 1873
2020
Q3 		$17K Hold
327
– – ﹤0.01% 1873
2020
Q2 		$17K Hold
327
– – ﹤0.01% 1873
2020
Q1 		$17K Hold
327
– – ﹤0.01% 1873
2019
Q4 		$17K Hold
327
– – ﹤0.01% 1872
2019
Q3 		$17K Hold
327
– – ﹤0.01% 1872
2019
Q2 		$17K Hold
327
– – ﹤0.01% 1872
2019
Q1 		$17K Buy
327
+79
+32% +$4.26K ﹤0.01% 1872
2018
Q4 		$13K Buy
+248
New +$12.9K ﹤0.01% 1255
2017
Q4 		– Sell
-93
Closed -$5K – 1557
2017
Q3 		$5K Buy
+93
New +$4.75K ﹤0.01% 1091
2015
Q4 		– Sell
-732
Closed -$25K – 744
2015
Q3 		$25K Buy
+732
New +$25.2K ﹤0.01% 346

Other funds holding RCI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rogers Communications (RCI) stake by 2.1% in Q1 2026, buying an estimated $2.1K and bringing the position to 2,696 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

Carson Wealth (CWM LLC) first reported a position in RCI in Q3 2015 and has held it in 31 quarters since. 316 funds tracked by Wall St. Rank hold RCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,696 shares of Rogers Communications worth $104K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 55 Rogers Communications shares in Q1 2026, an estimated $2.1K.
  • Rogers Communications made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3237 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rogers Communications in Q3 2015 and has held it in 31 quarters since.
  • 316 funds tracked by Wall St. Rank held Rogers Communications as of Q1 2026.

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