Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bassett Furniture BSET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSET Stock Details BSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.21K Buy
227
+147
+184% +$2.25K ﹤0.01% 5165
2025
Q4 		$1K Sell
80
-3
-4% -$47 ﹤0.01% 5177
2025
Q3 		$1K Buy
+83
New +$1.39K ﹤0.01% 5086

Other funds holding BSET

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bassett Furniture (BSET) stake by 184% in Q1 2026, buying an estimated $2.25K and bringing the position to 227 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #5165.

Carson Wealth (CWM LLC) first reported a position in BSET in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold BSET as of Q1 2026.

  • Carson Wealth (CWM LLC) held 227 shares of Bassett Furniture worth $3.21K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 147 Bassett Furniture shares in Q1 2026, an estimated $2.25K.
  • Bassett Furniture made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5165 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bassett Furniture in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Bassett Furniture as of Q1 2026.

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