Carson Wealth (CWM LLC)
RM icon

Carson Wealth (CWM LLC)’s Regional Management Corp RM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.3K Sell
970
-52
-5% -$1.81K ﹤0.01% 4132
2025
Q4 		$40K Sell
1,022
-43
-4% -$1.66K ﹤0.01% 3769
2025
Q3 		$41K Buy
1,065
+324
+44% +$12.2K ﹤0.01% 3682
2025
Q2 		$22K Buy
741
+577
+352% +$16.8K ﹤0.01% 3856
2025
Q1 		$5K Buy
164
+27
+20% +$904 ﹤0.01% 4483
2024
Q4 		$5K Buy
137
+3
+2% +$94 ﹤0.01% 4235
2024
Q3 		$4K Buy
134
+53
+65% +$1.64K ﹤0.01% 4209
2024
Q2 		$2K Buy
81
+72
+800% +$1.95K ﹤0.01% 4260
2024
Q1 		$0 Buy
9
+1
+13% +$24 ﹤0.01% 4685
2023
Q4 		$0 Buy
+8
New +$194 ﹤0.01% 4468

Other funds holding RM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Regional Management Corp (RM) stake by 5.1% in Q1 2026, selling an estimated $1.81K and leaving 970 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Carson Wealth (CWM LLC) first reported a position in RM in Q4 2023 and has held it in 10 quarters since. The position peaked at $41K in Q3 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 970 shares of Regional Management Corp worth $31.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 52 Regional Management Corp shares in Q1 2026, an estimated $1.81K.
  • Regional Management Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4132 holding.
  • Carson Wealth (CWM LLC) first reported a position in Regional Management Corp in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Regional Management Corp position peaked at $41K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

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