Amalgamated Bank’s Carriage Services CSV Stock Holding History

Amalgamated Bank’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-446	Closed	-$19K	–	1911
2025 Q4	$19K	Sell	446 -9	-2%	-$391	﹤0.01%	2119
2025 Q3	$20K	Hold	455	–	–	﹤0.01%	2115
2025 Q2	$21K	Hold	455	–	–	﹤0.01%	2087
2025 Q1	$18K	Hold	455	–	–	﹤0.01%	2087
2024 Q4	$18K	Hold	455	–	–	﹤0.01%	2148
2024 Q3	$15K	Hold	455	–	–	﹤0.01%	2245
2024 Q2	$12K	Hold	455	–	–	﹤0.01%	2338
2024 Q1	$12K	Sell	455 -1,446	-76%	-$36.2K	﹤0.01%	2348
2023 Q4	$48K	Sell	1,901 -135	-7%	-$3.18K	﹤0.01%	2265
2023 Q3	$58K	Hold	2,036	–	–	﹤0.01%	2185
2023 Q2	$66K	Buy	2,036 +93	+5%	+$2.6K	﹤0.01%	2210
2023 Q1	$59K	Sell	1,943 -279	-13%	-$8.85K	﹤0.01%	2241
2022 Q4	$61K	Hold	2,222	–	–	﹤0.01%	2341
2022 Q3	$71K	Buy	2,222 +14	+0.6%	+$523	﹤0.01%	2308
2022 Q2	$88K	Buy	2,208 +233	+12%	+$10.1K	﹤0.01%	2219
2022 Q1	$105K	Buy	+1,975	New	+$104K	﹤0.01%	2176

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amalgamated Bank's CSV Position: Q1 2026 in Review

Amalgamated Bank sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 446 shares — an estimated $19K sold.

Amalgamated Bank first reported a position in CSV in Q1 2022 and held it in 16 quarters. The position peaked at $105K in Q1 2022. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Amalgamated Bank reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 446 Carriage Services shares in Q1 2026, an estimated $19K.
Amalgamated Bank first reported a position in Carriage Services in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Carriage Services position peaked at $105K in Q1 2022.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.