Carson Wealth (CWM LLC)
DBRG icon

Carson Wealth (CWM LLC)’s DigitalBridge DBRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$515K Buy
33,381
+232
+0.7% +$3.57K ﹤0.01% 1997
2025
Q4 		$509K Buy
33,149
+1,910
+6% +$22.9K ﹤0.01% 1908
2025
Q3 		$365K Buy
31,239
+755
+2% +$8.44K ﹤0.01% 1977
2025
Q2 		$316K Buy
30,484
+24,627
+420% +$235K ﹤0.01% 1826
2025
Q1 		$52K Sell
5,857
-1,362
-19% -$14.3K ﹤0.01% 2956
2024
Q4 		$81K Sell
7,219
-696
-9% -$9.36K ﹤0.01% 2429
2024
Q3 		$112K Sell
7,915
-578
-7% -$7.67K ﹤0.01% 2134
2024
Q2 		$116K Buy
8,493
+114
+1% +$1.72K ﹤0.01% 1873
2024
Q1 		$161K Buy
8,379
+8
+0.1% +$150 ﹤0.01% 1615
2023
Q4 		$147K Buy
8,371
+3,135
+60% +$51.6K ﹤0.01% 1560
2023
Q3 		$92K Sell
5,236
-2,791
-35% -$46.1K ﹤0.01% 1683
2023
Q2 		$118K Buy
8,027
+257
+3% +$3.15K ﹤0.01% 1485
2023
Q1 		$93K Buy
7,770
+116
+2% +$1.46K ﹤0.01% 1525
2022
Q4 		$84K Buy
7,654
+3,161
+70% +$41.1K ﹤0.01% 1457
2022
Q3 		$56K Buy
4,493
+1,120
+33% +$21.6K ﹤0.01% 1609
2022
Q2 		$66K Buy
3,373
+218
+7% +$5.32K ﹤0.01% 1496
2022
Q1 		$91K Buy
3,155
+2,774
+728% +$80.8K ﹤0.01% 1358
2021
Q4 		$13K Buy
+381
New +$11.3K ﹤0.01% 2194
2021
Q2 		$16K Hold
502
– – ﹤0.01% 1891
2021
Q1 		$16K Hold
502
– – ﹤0.01% 1891
2020
Q4 		$16K Hold
502
– – ﹤0.01% 1891
2020
Q3 		$16K Hold
502
– – ﹤0.01% 1891
2020
Q2 		$16K Hold
502
– – ﹤0.01% 1891
2020
Q1 		$16K Hold
502
– – ﹤0.01% 1891
2019
Q4 		$16K Hold
502
– – ﹤0.01% 1891
2019
Q3 		$16K Hold
502
– – ﹤0.01% 1891
2019
Q2 		$16K Hold
502
– – ﹤0.01% 1891
2019
Q1 		$16K Buy
+502
New +$11.2K ﹤0.01% 1891
2018
Q4 		– Sell
-368
Closed -$8.42K – 2116
2018
Q3 		$9K Buy
+368
New +$9.03K ﹤0.01% 1181

Other funds holding DBRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its DigitalBridge (DBRG) stake by 0.7% in Q1 2026, buying an estimated $3.57K and bringing the position to 33,381 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Carson Wealth (CWM LLC) first reported a position in DBRG in Q3 2018 and has held it in 29 quarters since. 304 funds tracked by Wall St. Rank hold DBRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,381 shares of DigitalBridge worth $515K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 232 DigitalBridge shares in Q1 2026, an estimated $3.57K.
  • DigitalBridge made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1997 holding.
  • Carson Wealth (CWM LLC) first reported a position in DigitalBridge in Q3 2018 and has held it in 29 quarters since.
  • 304 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2026.

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