Carson Wealth (CWM LLC)
BRSP

Carson Wealth (CWM LLC)’s BrightSpire Capital BRSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
42,452
+2,199
+5% +$12.7K ﹤0.01% 2581
2025
Q4 		$225K Sell
40,253
-12,007
-23% -$66.1K ﹤0.01% 2469
2025
Q3 		$284K Buy
52,260
+31,507
+152% +$171K ﹤0.01% 2175
2025
Q2 		$105K Buy
20,753
+14,380
+226% +$72.6K ﹤0.01% 2667
2025
Q1 		$35K Sell
6,373
-3,143
-33% -$18.4K ﹤0.01% 3254
2024
Q4 		$54K Sell
9,516
-1,773
-16% -$10.5K ﹤0.01% 2739
2024
Q3 		$63K Sell
11,289
-1,738
-13% -$10.2K ﹤0.01% 2517
2024
Q2 		$74K Buy
13,027
+1,439
+12% +$8.84K ﹤0.01% 2188
2024
Q1 		$80K Buy
11,588
+3,538
+44% +$24.7K ﹤0.01% 2012
2023
Q4 		$60K Sell
8,050
-3,453
-30% -$22.5K ﹤0.01% 2058
2023
Q3 		$72K Buy
11,503
+31
+0.3% +$212 ﹤0.01% 1845
2023
Q2 		$77K Sell
11,472
-2,289
-17% -$13.6K ﹤0.01% 1706
2023
Q1 		$81K Buy
13,761
+529
+4% +$3.63K ﹤0.01% 1595
2022
Q4 		$82K Sell
13,232
-5,617
-30% -$39K ﹤0.01% 1469
2022
Q3 		$119K Sell
18,849
-782
-4% -$6.46K ﹤0.01% 1266
2022
Q2 		$148K Sell
19,631
-3,598
-15% -$30.5K ﹤0.01% 1162
2022
Q1 		$215K Buy
23,229
+5,261
+29% +$48.7K ﹤0.01% 1011
2021
Q4 		$184K Buy
+17,968
New +$174K ﹤0.01% 1061
2021
Q2 		$227K Hold
24,176
– – ﹤0.01% 860
2021
Q1 		$227K Hold
24,176
– – ﹤0.01% 860
2020
Q4 		$227K Hold
24,176
– – ﹤0.01% 860
2020
Q3 		$227K Hold
24,176
– – ﹤0.01% 860
2020
Q2 		$227K Hold
24,176
– – ﹤0.01% 860
2020
Q1 		$227K Hold
24,176
– – ﹤0.01% 860
2019
Q4 		$227K Hold
24,176
– – ﹤0.01% 860
2019
Q3 		$227K Hold
24,176
– – ﹤0.01% 860
2019
Q2 		$227K Hold
24,176
– – ﹤0.01% 860
2019
Q1 		$227K Buy
24,176
+20,070
+489% +$330K ﹤0.01% 860
2018
Q4 		$65K Sell
4,106
-785
-16% -$14.9K ﹤0.01% 817
2018
Q3 		$108K Buy
4,891
+3,177
+185% +$66.6K ﹤0.01% 604
2018
Q2 		$36K Buy
+1,714
New +$33.2K ﹤0.01% 706

Other funds holding BRSP

NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BrightSpire Capital (BRSP) stake by 5.5% in Q1 2026, buying an estimated $12.7K and bringing the position to 42,452 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Carson Wealth (CWM LLC) first reported a position in BRSP in Q2 2018 and has held it in 31 quarters since. The position peaked at $284K in Q3 2025. 197 funds tracked by Wall St. Rank hold BRSP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,452 shares of BrightSpire Capital worth $238K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,199 BrightSpire Capital shares in Q1 2026, an estimated $12.7K.
  • BrightSpire Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2581 holding.
  • Carson Wealth (CWM LLC) first reported a position in BrightSpire Capital in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s BrightSpire Capital position peaked at $284K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held BrightSpire Capital as of Q1 2026.

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