Carson Wealth (CWM LLC)
BRID icon

Carson Wealth (CWM LLC)’s Bridgford Foods BRID Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRID Stock Details BRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44K Hold
327
– – ﹤0.01% 5229
2025
Q4 		$3K Buy
+327
New +$2.55K ﹤0.01% 4951

Other funds holding BRID

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Bridgford Foods (BRID) position steady in Q1 2026 at 327 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #5229.

Carson Wealth (CWM LLC) first reported a position in BRID in Q4 2025 and has held it in 2 quarters since. The position peaked at $3K in Q4 2025. 18 funds tracked by Wall St. Rank hold BRID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 327 shares of Bridgford Foods worth $2.44K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Bridgford Foods share count unchanged in Q1 2026.
  • Bridgford Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5229 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bridgford Foods in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Bridgford Foods position peaked at $3K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Bridgford Foods as of Q1 2026.

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