Carson Wealth (CWM LLC)’s XCF Global Inc SAFX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAFX Stock Details SAFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273	Sell	746 -86	-10%	-$20	﹤0.01%	5504
2025 Q4	$0	Buy	+832	New	+$648	﹤0.01%	5733

Other funds holding SAFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) reduced its XCF Global Inc (SAFX) stake by 10% in Q1 2026, selling an estimated $20 and leaving 746 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #5504.

Carson Wealth (CWM LLC) first reported a position in SAFX in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SAFX as of Q1 2026.

Carson Wealth (CWM LLC) held 746 shares of XCF Global Inc worth $273 as of Q1 2026.
Carson Wealth (CWM LLC) sold 86 XCF Global Inc shares in Q1 2026, an estimated $20.
XCF Global Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5504 holding.
Carson Wealth (CWM LLC) first reported a position in XCF Global Inc in Q4 2025 and has held it in 2 quarters since.
58 funds tracked by Wall St. Rank held XCF Global Inc as of Q1 2026.

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