Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s United Fire Group UFCS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$676K Buy
18,235
+826
+5% +$30.5K ﹤0.01% 1806
2025
Q4 		$633K Buy
17,409
+1,878
+12% +$64.2K ﹤0.01% 1777
2025
Q3 		$472K Buy
15,531
+5,092
+49% +$150K ﹤0.01% 1837
2025
Q2 		$300K Buy
10,439
+5,203
+99% +$146K ﹤0.01% 1871
2025
Q1 		$154K Buy
5,236
+3,448
+193% +$93.2K ﹤0.01% 2096
2024
Q4 		$51K Buy
1,788
+537
+43% +$13.5K ﹤0.01% 2790
2024
Q3 		$26K Buy
1,251
+939
+301% +$19.4K ﹤0.01% 3207
2024
Q2 		$7K Sell
312
-2,949
-90% -$65.2K ﹤0.01% 3738
2024
Q1 		$71K Buy
3,261
+43
+1% +$956 ﹤0.01% 2085
2023
Q4 		$65K Sell
3,218
-4,553
-59% -$92.3K ﹤0.01% 2022
2023
Q3 		$153K Sell
7,771
-133
-2% -$2.78K ﹤0.01% 1418
2023
Q2 		$179K Sell
7,904
-66
-0.8% -$1.63K ﹤0.01% 1295
2023
Q1 		$212K Sell
7,970
-40
-0.5% -$1.14K ﹤0.01% 1180
2022
Q4 		$219K Buy
8,010
+2,499
+45% +$72.9K ﹤0.01% 1069
2022
Q3 		$158K Buy
5,511
+126
+2% +$3.89K ﹤0.01% 1144
2022
Q2 		$184K Buy
5,385
+16
+0.3% +$499 ﹤0.01% 1079
2022
Q1 		$167K Buy
5,369
+16
+0.3% +$425 ﹤0.01% 1115
2021
Q4 		$124K Buy
+5,353
New +$120K ﹤0.01% 1216
2021
Q2 		$112K Hold
4,031
– – ﹤0.01% 1098
2021
Q1 		$112K Hold
4,031
– – ﹤0.01% 1098
2020
Q4 		$112K Hold
4,031
– – ﹤0.01% 1098
2020
Q3 		$112K Hold
4,031
– – ﹤0.01% 1098
2020
Q2 		$112K Hold
4,031
– – ﹤0.01% 1098
2020
Q1 		$112K Hold
4,031
– – ﹤0.01% 1098
2019
Q4 		$112K Hold
4,031
– – ﹤0.01% 1098
2019
Q3 		$112K Hold
4,031
– – ﹤0.01% 1098
2019
Q2 		$112K Hold
4,031
– – ﹤0.01% 1098
2019
Q1 		$112K Buy
4,031
+3,891
+2,779% +$194K ﹤0.01% 1098
2018
Q4 		$8K Hold
140
– – ﹤0.01% 1420
2018
Q3 		$7K Buy
+140
New +$7.47K ﹤0.01% 1267

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its United Fire Group (UFCS) stake by 4.7% in Q1 2026, buying an estimated $30.5K and bringing the position to 18,235 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Carson Wealth (CWM LLC) first reported a position in UFCS in Q3 2018 and has held it in 30 quarters since. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,235 shares of United Fire Group worth $676K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 826 United Fire Group shares in Q1 2026, an estimated $30.5K.
  • United Fire Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1806 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Fire Group in Q3 2018 and has held it in 30 quarters since.
  • 220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

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