Carson Wealth (CWM LLC)
SIEB icon

Carson Wealth (CWM LLC)’s Siebert Financial SIEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIEB Stock Details SIEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41K Buy
735
+722
+5,554% +$1.81K ﹤0.01% 5346
2025
Q4 		$0 Buy
13
+1
+8% +$3 ﹤0.01% 5609
2025
Q3 		$0 Buy
+12
New +$41 ﹤0.01% 5510

Other funds holding SIEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its Siebert Financial (SIEB) stake by 5,554% in Q1 2026, buying an estimated $1.81K and bringing the position to 735 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5346.

Carson Wealth (CWM LLC) first reported a position in SIEB in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 735 shares of Siebert Financial worth $1.41K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 722 Siebert Financial shares in Q1 2026, an estimated $1.81K.
  • Siebert Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5346 holding.
  • Carson Wealth (CWM LLC) first reported a position in Siebert Financial in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

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