Carson Wealth (CWM LLC)
SPFI icon

Carson Wealth (CWM LLC)’s South Plains Financial SPFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Buy
3,052
+299
+11% +$12.3K ﹤0.01% 3069
2025
Q4 		$107K Buy
2,753
+634
+30% +$24.3K ﹤0.01% 3008
2025
Q3 		$82K Buy
2,119
+441
+26% +$17.2K ﹤0.01% 3141
2025
Q2 		$60K Buy
1,678
+519
+45% +$17.9K ﹤0.01% 3134
2025
Q1 		$38K Buy
1,159
+266
+30% +$9.16K ﹤0.01% 3210
2024
Q4 		$31K Buy
893
+84
+10% +$3.05K ﹤0.01% 3153
2024
Q3 		$27K Buy
809
+386
+91% +$12.3K ﹤0.01% 3188
2024
Q2 		$11K Buy
423
+355
+522% +$9.34K ﹤0.01% 3500
2024
Q1 		$2K Buy
68
+8
+13% +$214 ﹤0.01% 4037
2023
Q4 		$2K Hold
60
– – ﹤0.01% 3849
2023
Q3 		$2K Buy
+60
New +$1.55K ﹤0.01% 3864

Other funds holding SPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its South Plains Financial (SPFI) stake by 11% in Q1 2026, buying an estimated $12.3K and bringing the position to 3,052 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Carson Wealth (CWM LLC) first reported a position in SPFI in Q3 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,052 shares of South Plains Financial worth $128K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 299 South Plains Financial shares in Q1 2026, an estimated $12.3K.
  • South Plains Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3069 holding.
  • Carson Wealth (CWM LLC) first reported a position in South Plains Financial in Q3 2023 and has held it in 11 quarters since.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

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