Carson Wealth (CWM LLC)
SEG

Carson Wealth (CWM LLC)’s Seaport Entertainment Group SEG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEG Stock Details SEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.2K Buy
1,592
+1,344
+542% +$28.1K ﹤0.01% 4071
2025
Q4 		$5K Buy
248
+10
+4% +$224 ﹤0.01% 4858
2025
Q3 		$5K Hold
238
– – ﹤0.01% 4776
2025
Q2 		$4K Buy
238
+131
+122% +$2.51K ﹤0.01% 4727
2025
Q1 		$2K Buy
107
+56
+110% +$1.37K ﹤0.01% 4845
2024
Q4 		$1K Sell
51
-26
-34% -$749 ﹤0.01% 4860
2024
Q3 		$2K Buy
+77
New +$2.19K ﹤0.01% 4489

Other funds holding SEG

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Seaport Entertainment Group (SEG) stake by 542% in Q1 2026, buying an estimated $28.1K and bringing the position to 1,592 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Carson Wealth (CWM LLC) first reported a position in SEG in Q3 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold SEG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,592 shares of Seaport Entertainment Group worth $34.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,344 Seaport Entertainment Group shares in Q1 2026, an estimated $28.1K.
  • Seaport Entertainment Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4071 holding.
  • Carson Wealth (CWM LLC) first reported a position in Seaport Entertainment Group in Q3 2024 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Seaport Entertainment Group as of Q1 2026.

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