Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Superior Group of Companies SGC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.04K Buy
496
+279
+129% +$2.81K ﹤0.01% 5024
2025
Q4 		$2K Sell
217
-640
-75% -$6.25K ﹤0.01% 5131
2025
Q3 		$9K Buy
857
+458
+115% +$5.25K ﹤0.01% 4537
2025
Q2 		$4K Buy
399
+328
+462% +$3.34K ﹤0.01% 4711
2025
Q1 		$1K Buy
71
+19
+37% +$267 ﹤0.01% 4982
2024
Q4 		$1K Buy
52
+3
+6% +$48 ﹤0.01% 4796
2024
Q3 		$1K Buy
+49
New +$798 ﹤0.01% 4699
2023
Q3 		– Sell
-197
Closed -$2K – 4500
2023
Q2 		$2K Buy
197
+181
+1,131% +$1.52K ﹤0.01% 3846
2023
Q1 		$0 Hold
16
– – ﹤0.01% 4320
2022
Q4 		$0 Sell
16
-409
-96% -$3.95K ﹤0.01% 4223
2022
Q3 		$4K Buy
+425
New +$6.12K ﹤0.01% 3211

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Superior Group of Companies (SGC) stake by 129% in Q1 2026, buying an estimated $2.81K and bringing the position to 496 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5024.

Carson Wealth (CWM LLC) first reported a position in SGC in Q3 2022 and has held it in 11 quarters since. The position peaked at $9K in Q3 2025. 103 funds tracked by Wall St. Rank hold SGC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 496 shares of Superior Group of Companies worth $5.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 279 Superior Group of Companies shares in Q1 2026, an estimated $2.81K.
  • Superior Group of Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5024 holding.
  • Carson Wealth (CWM LLC) first reported a position in Superior Group of Companies in Q3 2022 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Superior Group of Companies position peaked at $9K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2026.

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