Financial Gravity Asset Management, Inc. BRSP BRIGHTSPIRE CAPITAL INC

Ownership history in Financial Gravity Asset Management, Inc.  ·  5 quarters on record

AI Ownership Summary

Financial Gravity Asset Management, Inc. reported BRIGHTSPIRE CAPITAL INC (BRSP) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows BRSP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Asset Management, Inc.'s position in BRIGHTSPIRE CAPITAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRSP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Asset Management, Inc. held BRSP — position size vs. price
% of Fund (quarterly)    BRSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 33,526 +28,691 +593.4% 0.03% $188K 2026-05-08 $5.97
2025 Q4 ADDED 4,835 +1,798 +59.2% 0.01% $27K 2026-02-13 $5.57
2025 Q3 REDUCED 85.8% +6.8% 3,037 -18,314 -85.8% 0.00% $16K 2025-11-14 $5.12
2025 Q1 ADDED 21,351 +18,886 +766.2% 0.03% $119K 2025-04-30 $4.46
2024 Q2 INITIATED 2,465 0.00% $14K 2024-08-06 $4.38

FAQ About Financial Gravity Asset Management, Inc. and BRSP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Asset Management, Inc. reported owning BRSP?

Financial Gravity Asset Management, Inc. reported BRSP across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BRSP position in Financial Gravity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for BRSP was 0.03% in 2026 Q1.

What is the latest reported BRSP position on this page?

The most recent filing on this page is 2026 Q1, when Financial Gravity Asset Management, Inc. reported 33,526 shares, equal to 0.03% of portfolio, with an estimated market value of $188K.

What does the chart on this BRSP ownership page compare?

The chart compares Financial Gravity Asset Management, Inc.'s quarterly BRSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Gravity Asset Management, Inc. time their BRSP position?

Based on 13F filing dates vs. subsequent BRSP price moves, Financial Gravity Asset Management, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BRSP relative to SPY over the holding period was -21.9%.

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