Carson Wealth (CWM LLC)
WFC icon

Carson Wealth (CWM LLC)’s Wells Fargo WFC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-245
Closed -$73K – 495
2013
Q4 		$73K Buy
+245
New +$10.6K 0.01% 225

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wells Fargo (WFC) stake by 8.7% in Q1 2026, buying an estimated $3.25M and bringing the position to 474,640 shares worth $37.8M. The position accounts for 0.1% of the portfolio, ranked #195.

Carson Wealth (CWM LLC) first reported a position in WFC in Q3 2013 and has held it in 50 quarters since. The position peaked at $40.7M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 474,640 shares of Wells Fargo worth $37.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 37,872 Wells Fargo shares in Q1 2026, an estimated $3.25M.
  • Wells Fargo made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #195 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wells Fargo in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Wells Fargo position peaked at $40.7M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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