Carson Wealth (CWM LLC)
TFPM icon

Carson Wealth (CWM LLC)’s Triple Flag Precious Metals TFPM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TFPM Stock Details TFPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.8K Buy
1,204
+701
+139% +$25.4K ﹤0.01% 3941
2025
Q4 		$17K Buy
+503
New +$15.7K ﹤0.01% 4278

Other funds holding TFPM

EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
DMIC
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Triple Flag Precious Metals (TFPM) stake by 139% in Q1 2026, buying an estimated $25.4K and bringing the position to 1,204 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3941.

Carson Wealth (CWM LLC) first reported a position in TFPM in Q4 2025 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold TFPM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,204 shares of Triple Flag Precious Metals worth $41.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 701 Triple Flag Precious Metals shares in Q1 2026, an estimated $25.4K.
  • Triple Flag Precious Metals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3941 holding.
  • Carson Wealth (CWM LLC) first reported a position in Triple Flag Precious Metals in Q4 2025 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q1 2026.

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