Carson Wealth (CWM LLC)
PSTL

Carson Wealth (CWM LLC)’s Postal Realty Trust PSTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Sell
6,305
-25
-0.4% -$464 ﹤0.01% 3128
2025
Q4 		$102K Sell
6,330
-6
-0.1% -$92 ﹤0.01% 3048
2025
Q3 		$99K Buy
6,336
+4,099
+183% +$62.1K ﹤0.01% 2996
2025
Q2 		$33K Buy
2,237
+1,480
+196% +$20.3K ﹤0.01% 3593
2025
Q1 		$11K Sell
757
-127
-14% -$1.71K ﹤0.01% 4067
2024
Q4 		$12K Sell
884
-411
-32% -$5.76K ﹤0.01% 3771
2024
Q3 		$19K Buy
1,295
+576
+80% +$8.27K ﹤0.01% 3398
2024
Q2 		$10K Buy
719
+182
+34% +$2.47K ﹤0.01% 3559
2024
Q1 		$8K Buy
537
+441
+459% +$6.25K ﹤0.01% 3465
2023
Q4 		$1K Buy
+96
New +$1.34K ﹤0.01% 4019

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Postal Realty Trust (PSTL) stake by 0.39% in Q1 2026, selling an estimated $464 and leaving 6,305 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

Carson Wealth (CWM LLC) first reported a position in PSTL in Q4 2023 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold PSTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,305 shares of Postal Realty Trust worth $117K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 25 Postal Realty Trust shares in Q1 2026, an estimated $464.
  • Postal Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3128 holding.
  • Carson Wealth (CWM LLC) first reported a position in Postal Realty Trust in Q4 2023 and has held it in 10 quarters since.
  • 210 funds tracked by Wall St. Rank held Postal Realty Trust as of Q1 2026.

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