Carson Wealth (CWM LLC)
TSSI

Carson Wealth (CWM LLC)’s TSS Inc TSSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TSSI Stock Details TSSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9K Buy
1,222
+1,221
+122,100% +$12.3K ﹤0.01% 4552
2025
Q4 		$0 Sell
1
-12
-92% -$155 ﹤0.01% 5715
2025
Q3 		$0 Buy
+13
New +$260 ﹤0.01% 5621

Other funds holding TSSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TSS Inc (TSSI) stake by 122,100% in Q1 2026, buying an estimated $12.3K and bringing the position to 1,222 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4552.

Carson Wealth (CWM LLC) first reported a position in TSSI in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold TSSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,222 shares of TSS Inc worth $15.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,221 TSS Inc shares in Q1 2026, an estimated $12.3K.
  • TSS Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4552 holding.
  • Carson Wealth (CWM LLC) first reported a position in TSS Inc in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held TSS Inc as of Q1 2026.

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