Carson Wealth (CWM LLC)
RPC

Carson Wealth (CWM LLC)’s Ridgepost Capital RPC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.1K Buy
9,520
+8,599
+934% +$77.9K ﹤0.01% 3559
2025
Q4 		$9K Sell
921
-216
-19% -$2.19K ﹤0.01% 4607
2025
Q3 		$12K Buy
1,137
+567
+99% +$6.74K ﹤0.01% 4408
2025
Q2 		$6K Sell
570
-405
-42% -$4.34K ﹤0.01% 4556
2025
Q1 		$11K Buy
975
+265
+37% +$3.37K ﹤0.01% 4069
2024
Q4 		$9K Buy
710
+144
+25% +$1.76K ﹤0.01% 3942
2024
Q3 		$6K Buy
566
+475
+522% +$4.67K ﹤0.01% 4036
2024
Q2 		$1K Buy
91
+66
+264% +$527 ﹤0.01% 4461
2024
Q1 		$0 Buy
+25
New +$219 ﹤0.01% 4671
2022
Q3 		– Sell
-1,600
Closed -$18K – 4136
2022
Q2 		$18K Buy
+1,600
New +$18.3K ﹤0.01% 2201

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ridgepost Capital (RPC) stake by 934% in Q1 2026, buying an estimated $77.9K and bringing the position to 9,520 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Carson Wealth (CWM LLC) first reported a position in RPC in Q2 2022 and has held it in 10 quarters since. 136 funds tracked by Wall St. Rank hold RPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,520 shares of Ridgepost Capital worth $69.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,599 Ridgepost Capital shares in Q1 2026, an estimated $77.9K.
  • Ridgepost Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3559 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ridgepost Capital in Q2 2022 and has held it in 10 quarters since.
  • 136 funds tracked by Wall St. Rank held Ridgepost Capital as of Q1 2026.

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