Carson Wealth (CWM LLC)
SLND icon

Carson Wealth (CWM LLC)’s Southland Holdings SLND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLND Stock Details SLND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.34K Buy
4,879
+3,877
+387% +$6.95K ﹤0.01% 4944
2025
Q4 		$3K Sell
1,002
-612
-38% -$2.41K ﹤0.01% 5012
2025
Q3 		$7K Sell
1,614
-43
-3% -$186 ﹤0.01% 4638
2025
Q2 		$7K Buy
1,657
+648
+64% +$2.29K ﹤0.01% 4485
2025
Q1 		$3K Buy
1,009
+481
+91% +$1.56K ﹤0.01% 4678
2024
Q4 		$2K Buy
528
+174
+49% +$579 ﹤0.01% 4607
2024
Q3 		$1K Buy
354
+136
+62% +$530 ﹤0.01% 4705
2024
Q2 		$1K Sell
218
-192
-47% -$947 ﹤0.01% 4479
2024
Q1 		$2K Buy
410
+5
+1% +$25 ﹤0.01% 4035
2023
Q4 		$2K Buy
+405
New +$2.33K ﹤0.01% 3846

Other funds holding SLND

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Southland Holdings (SLND) stake by 387% in Q1 2026, buying an estimated $6.95K and bringing the position to 4,879 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4944.

Carson Wealth (CWM LLC) first reported a position in SLND in Q4 2023 and has held it in 10 quarters since. The position peaked at $7K in Q3 2025. 71 funds tracked by Wall St. Rank hold SLND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,879 shares of Southland Holdings worth $6.34K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,877 Southland Holdings shares in Q1 2026, an estimated $6.95K.
  • Southland Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4944 holding.
  • Carson Wealth (CWM LLC) first reported a position in Southland Holdings in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Southland Holdings position peaked at $7K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Southland Holdings as of Q1 2026.

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