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American National Bank & Trust’s Carriage Services CSV Stock Holding History

American National Bank & Trust’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
2025
Q4 		– Sell
-100
Closed -$4.45K – 713
2025
Q3 		$4.45K Hold
100
– – ﹤0.01% 576
2025
Q2 		$4.57K Buy
+100
New +$4.17K ﹤0.01% 582

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

American National Bank & Trust's CSV Position: Q4 2025 in Review

American National Bank & Trust sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 100 shares — an estimated $4.45K sold.

American National Bank & Trust first reported a position in CSV in Q2 2025 and held it in 2 quarters. The position peaked at $4.57K in Q2 2025. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • American National Bank & Trust reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • American National Bank & Trust sold 100 Carriage Services shares in Q4 2025, an estimated $4.45K.
  • American National Bank & Trust first reported a position in Carriage Services in Q2 2025 and held it in 2 quarters.
  • American National Bank & Trust's Carriage Services position peaked at $4.57K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on American National Bank & Trust's 13F filing for Q4 2025, filed 20 Jan 2026.