Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SFL Corp SFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.5K Buy
8,847
+450
+5% +$4.36K ﹤0.01% 3311
2025
Q4 		$66K Sell
8,397
-3,549
-30% -$27.3K ﹤0.01% 3402
2025
Q3 		$90K Sell
11,946
-2,662
-18% -$22.9K ﹤0.01% 3068
2025
Q2 		$122K Buy
14,608
+13,137
+893% +$109K ﹤0.01% 2559
2025
Q1 		$12K Sell
1,471
-1,192
-45% -$11.5K ﹤0.01% 4023
2024
Q4 		$27K Sell
2,663
-478
-15% -$5.11K ﹤0.01% 3249
2024
Q3 		$36K Buy
3,141
+1,899
+153% +$22.7K ﹤0.01% 2956
2024
Q2 		$17K Buy
1,242
+472
+61% +$6.39K ﹤0.01% 3235
2024
Q1 		$10K Buy
770
+20
+3% +$252 ﹤0.01% 3352
2023
Q4 		$8K Buy
750
+42
+6% +$467 ﹤0.01% 3304
2023
Q3 		$8K Buy
708
+275
+64% +$2.85K ﹤0.01% 3269
2023
Q2 		$4K Buy
+433
New +$3.92K ﹤0.01% 3562
2022
Q4 		– Sell
-121
Closed -$1K – 4221
2022
Q3 		$1K Buy
121
+32
+36% +$324 ﹤0.01% 3755
2022
Q2 		$1K Buy
+89
New +$926 ﹤0.01% 3631
2016
Q4 		– Sell
-150
Closed -$2K – 1173
2016
Q3 		$2K Buy
+150
New +$2.25K ﹤0.01% 924

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SFL Corp (SFL) stake by 5.4% in Q1 2026, buying an estimated $4.36K and bringing the position to 8,847 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3311.

Carson Wealth (CWM LLC) first reported a position in SFL in Q3 2016 and has held it in 15 quarters since. The position peaked at $122K in Q2 2025. 217 funds tracked by Wall St. Rank hold SFL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,847 shares of SFL Corp worth $95.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 450 SFL Corp shares in Q1 2026, an estimated $4.36K.
  • SFL Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3311 holding.
  • Carson Wealth (CWM LLC) first reported a position in SFL Corp in Q3 2016 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s SFL Corp position peaked at $122K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held SFL Corp as of Q1 2026.

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