Carson Wealth (CWM LLC)
BLFY

Carson Wealth (CWM LLC)’s Blue Foundry Bancorp BLFY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLFY Stock Details BLFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8K Buy
1,045
+69
+7% +$913 ﹤0.01% 4639
2025
Q4 		$12K Sell
976
-360
-27% -$3.59K ﹤0.01% 4441
2025
Q3 		$12K Buy
1,336
+981
+276% +$9.01K ﹤0.01% 4381
2025
Q2 		$3K Buy
355
+144
+68% +$1.33K ﹤0.01% 4743
2025
Q1 		$2K Sell
211
-40
-16% -$382 ﹤0.01% 4726
2024
Q4 		$2K Buy
251
+79
+46% +$823 ﹤0.01% 4503
2024
Q3 		$2K Buy
172
+31
+22% +$322 ﹤0.01% 4360
2024
Q2 		$1K Buy
141
+95
+207% +$844 ﹤0.01% 4320
2024
Q1 		$0 Sell
46
-21
-31% -$197 ﹤0.01% 4328
2023
Q4 		$1K Sell
67
-474
-88% -$4.08K ﹤0.01% 3902
2023
Q3 		$5K Buy
541
+490
+961% +$4.66K ﹤0.01% 3423
2023
Q2 		$1K Buy
51
+16
+46% +$154 ﹤0.01% 3912
2023
Q1 		$0 Buy
35
+3
+9% +$34 ﹤0.01% 4054
2022
Q4 		$0 Buy
+32
New +$396 ﹤0.01% 3973
2022
Q3 		– Sell
-59
Closed -$1K – 3912
2022
Q2 		$1K Buy
+59
New +$728 ﹤0.01% 3493
2022
Q1 		– Sell
-42
Closed -$1K – 3531
2021
Q4 		$1K Buy
+42
New +$605 ﹤0.01% 3247

Other funds holding BLFY

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Blue Foundry Bancorp (BLFY) stake by 7.1% in Q1 2026, buying an estimated $913 and bringing the position to 1,045 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4639.

Carson Wealth (CWM LLC) first reported a position in BLFY in Q4 2021 and has held it in 16 quarters since. 108 funds tracked by Wall St. Rank hold BLFY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,045 shares of Blue Foundry Bancorp worth $13.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 69 Blue Foundry Bancorp shares in Q1 2026, an estimated $913.
  • Blue Foundry Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4639 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blue Foundry Bancorp in Q4 2021 and has held it in 16 quarters since.
  • 108 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q1 2026.

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