Carson Wealth (CWM LLC)
SF

Carson Wealth (CWM LLC)’s Stifel SF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Buy
140,171
+46,833
+50% +$3.72M 0.03% 544
2025
Q4 		$7.79M Buy
93,338
+48,857
+110% +$3.9M 0.02% 603
2025
Q3 		$3.37M Buy
44,481
+24,924
+127% +$1.87M 0.01% 876
2025
Q2 		$1.35M Sell
19,557
-22,787
-54% -$1.4M ﹤0.01% 1113
2025
Q1 		$2.66M Buy
42,344
+36,212
+591% +$2.55M 0.01% 733
2024
Q4 		$434K Buy
6,132
+222
+4% +$15.8K ﹤0.01% 1442
2024
Q3 		$370K Buy
5,910
+217
+4% +$12.4K ﹤0.01% 1441
2024
Q2 		$319K Buy
5,693
+126
+2% +$6.68K ﹤0.01% 1365
2024
Q1 		$290K Sell
5,567
-15
-0.3% -$739 ﹤0.01% 1346
2023
Q4 		$257K Buy
5,582
+45
+0.8% +$1.85K ﹤0.01% 1305
2023
Q3 		$227K Buy
5,537
+18
+0.3% +$758 ﹤0.01% 1260
2023
Q2 		$220K Buy
5,519
+8
+0.1% +$312 ﹤0.01% 1216
2023
Q1 		$217K Sell
5,511
-26
-0.5% -$1.09K ﹤0.01% 1167
2022
Q4 		$215K Buy
5,537
+4,974
+883% +$197K ﹤0.01% 1081
2022
Q3 		$19K Buy
563
+182
+48% +$7.16K ﹤0.01% 2263
2022
Q2 		$14K Sell
381
-3,614
-90% -$150K ﹤0.01% 2383
2022
Q1 		$181K Buy
3,995
+3,888
+3,634% +$187K ﹤0.01% 1077
2021
Q4 		$5K Buy
+107
New +$5.2K ﹤0.01% 2759
2019
Q1 		– Sell
-225
Closed -$4K – 3240
2018
Q4 		$4K Hold
225
– – ﹤0.01% 1607
2018
Q3 		$5K Hold
225
– – ﹤0.01% 1356
2018
Q2 		$5K Hold
225
– – ﹤0.01% 1209
2018
Q1 		$6K Hold
225
– – ﹤0.01% 981
2017
Q4 		$6K Hold
225
– – ﹤0.01% 1046
2017
Q3 		$5K Buy
225
+182
+423% +$3.94K ﹤0.01% 1098
2017
Q2 		$1K Hold
43
– – ﹤0.01% 1135
2017
Q1 		$1K Buy
+43
New +$990 ﹤0.01% 1104

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Stifel (SF) stake by 50% in Q1 2026, buying an estimated $3.72M and bringing the position to 140,171 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #544.

Carson Wealth (CWM LLC) first reported a position in SF in Q1 2017 and has held it in 26 quarters since. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 140,171 shares of Stifel worth $10.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 46,833 Stifel shares in Q1 2026, an estimated $3.72M.
  • Stifel made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #544 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stifel in Q1 2017 and has held it in 26 quarters since.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

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