Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Seneca Foods Class A SENEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Buy
698
+241
+53% +$31.1K ﹤0.01% 3220
2025
Q4 		$51K Sell
457
-18
-4% -$2.06K ﹤0.01% 3592
2025
Q3 		$51K Buy
475
+205
+76% +$21.7K ﹤0.01% 3527
2025
Q2 		$27K Buy
270
+61
+29% +$5.49K ﹤0.01% 3717
2025
Q1 		$19K Buy
209
+32
+18% +$2.56K ﹤0.01% 3719
2024
Q4 		$14K Buy
177
+37
+26% +$2.54K ﹤0.01% 3689
2024
Q3 		$9K Buy
140
+3
+2% +$182 ﹤0.01% 3855
2024
Q2 		$8K Buy
137
+2
+1% +$117 ﹤0.01% 3684
2024
Q1 		$8K Buy
135
+1
+0.7% +$52 ﹤0.01% 3471
2023
Q4 		$7K Hold
134
– – ﹤0.01% 3371
2023
Q3 		$7K Buy
134
+34
+34% +$1.52K ﹤0.01% 3325
2023
Q2 		$3K Buy
100
+82
+456% +$3.87K ﹤0.01% 3688
2023
Q1 		$1K Buy
18
+2
+13% +$115 ﹤0.01% 3918
2022
Q4 		$1K Hold
16
– – ﹤0.01% 3843
2022
Q3 		$1K Buy
+16
New +$880 ﹤0.01% 3754

Other funds holding SENEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Seneca Foods Class A (SENEA) stake by 53% in Q1 2026, buying an estimated $31.1K and bringing the position to 698 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

Carson Wealth (CWM LLC) first reported a position in SENEA in Q3 2022 and has held it in 15 quarters since. 199 funds tracked by Wall St. Rank hold SENEA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 698 shares of Seneca Foods Class A worth $105K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 241 Seneca Foods Class A shares in Q1 2026, an estimated $31.1K.
  • Seneca Foods Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3220 holding.
  • Carson Wealth (CWM LLC) first reported a position in Seneca Foods Class A in Q3 2022 and has held it in 15 quarters since.
  • 199 funds tracked by Wall St. Rank held Seneca Foods Class A as of Q1 2026.

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