Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Transcontinental Realty Investors TCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.63K Sell
104
-2
-2% -$91 ﹤0.01% 5138
2025
Q4 		$6K Hold
106
– – ﹤0.01% 4777
2025
Q3 		$5K Buy
106
+5
+5% +$223 ﹤0.01% 4760
2025
Q2 		$4K Buy
101
+7
+7% +$238 ﹤0.01% 4715
2025
Q1 		$3K Buy
94
+5
+6% +$141 ﹤0.01% 4689
2024
Q4 		$3K Buy
89
+25
+39% +$707 ﹤0.01% 4458
2024
Q3 		$2K Buy
64
+41
+178% +$1.2K ﹤0.01% 4463
2024
Q2 		$1K Buy
23
+16
+229% +$481 ﹤0.01% 4492
2024
Q1 		$0 Hold
7
– – ﹤0.01% 4736
2023
Q4 		$0 Buy
+7
New +$216 ﹤0.01% 4507
2019
Q1 		– Sell
-379
Closed -$11K – 3262
2018
Q4 		$11K Hold
379
– – ﹤0.01% 1312
2018
Q3 		$12K Sell
379
-379
-50% -$12.8K ﹤0.01% 1117
2018
Q2 		$25K Hold
758
– – ﹤0.01% 796
2018
Q1 		$31K Hold
758
– – ﹤0.01% 641
2017
Q4 		$24K Hold
758
– – ﹤0.01% 670
2017
Q3 		$21K Hold
758
– – ﹤0.01% 697
2017
Q2 		$20K Hold
758
– – ﹤0.01% 631
2017
Q1 		$15K Hold
758
– – ﹤0.01% 671
2016
Q4 		$9K Buy
+758
New +$8.48K ﹤0.01% 754

Other funds holding TCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Carson Wealth (CWM LLC) reduced its Transcontinental Realty Investors (TCI) stake by 1.9% in Q1 2026, selling an estimated $91 and leaving 104 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #5138.

Carson Wealth (CWM LLC) first reported a position in TCI in Q4 2016 and has held it in 19 quarters since. The position peaked at $31K in Q1 2018. 47 funds tracked by Wall St. Rank hold TCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 104 shares of Transcontinental Realty Investors worth $3.63K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 Transcontinental Realty Investors shares in Q1 2026, an estimated $91.
  • Transcontinental Realty Investors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5138 holding.
  • Carson Wealth (CWM LLC) first reported a position in Transcontinental Realty Investors in Q4 2016 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Transcontinental Realty Investors position peaked at $31K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q1 2026.

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