Ameriprise
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Ameriprise’s Carriage Services CSV Stock Holding History

Ameriprise’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 		$23.6M Buy
516,061
+34,491
+7% +$1.5M 0.01% 1302
2025
Q4 		$20.4M Buy
481,570
+782
+0.2% +$34K ﹤0.01% 1400
2025
Q3 		$21.4M Buy
480,788
+3,550
+0.7% +$160K ﹤0.01% 1345
2025
Q2 		$21.8M Buy
477,238
+52,889
+12% +$2.21M 0.01% 1296
2025
Q1 		$16.4M Sell
424,349
-1,090,264
-72% -$43.3M ﹤0.01% 1436
2024
Q4 		$60.4M Sell
1,514,613
-128,366
-8% -$4.74M 0.02% 743
2024
Q3 		$53.9M Buy
1,642,979
+315,577
+24% +$9.75M 0.01% 817
2024
Q2 		$35.6M Buy
1,327,402
+9,039
+0.7% +$237K 0.01% 956
2024
Q1 		$35.6M Sell
1,318,363
-6,378
-0.5% -$160K 0.01% 966
2023
Q4 		$33.1M Sell
1,324,741
-8,836
-0.7% -$208K 0.01% 975
2023
Q3 		$37.7M Buy
1,333,577
+46,480
+4% +$1.46M 0.01% 877
2023
Q2 		$41.8M Sell
1,287,097
-4,882
-0.4% -$137K 0.01% 846
2023
Q1 		$39.4M Buy
1,291,979
+200,006
+18% +$6.35M 0.01% 870
2022
Q4 		$30.1M Sell
1,091,973
-151,800
-12% -$4.13M 0.01% 989
2022
Q3 		$40M Buy
1,243,773
+18,398
+2% +$688K 0.01% 792
2022
Q2 		$48.5M Buy
1,225,375
+68,142
+6% +$2.94M 0.02% 730
2022
Q1 		$61.7M Buy
1,157,233
+104,693
+10% +$5.52M 0.02% 711
2021
Q4 		$67.8M Sell
1,052,540
-60,127
-5% -$3.11M 0.02% 713
2021
Q3 		$49.6M Sell
1,112,667
-20,854
-2% -$844K 0.02% 773
2021
Q2 		$41.9M Sell
1,133,521
-3,762
-0.3% -$140K 0.01% 888
2021
Q1 		$40.1M Buy
1,137,283
+86,750
+8% +$3.01M 0.01% 873
2020
Q4 		$32.9M Buy
1,050,533
+9,102
+0.9% +$248K 0.01% 938
2020
Q3 		$23.2M Buy
1,041,431
+181,626
+21% +$3.82M 0.01% 997
2020
Q2 		$15.6M Buy
859,805
+134,248
+19% +$2.26M 0.01% 1213
2020
Q1 		$11.7M Buy
725,557
+439,083
+153% +$9.49M 0.01% 1274
2019
Q4 		$7.33M Buy
286,474
+6,323
+2% +$153K ﹤0.01% 1985
2019
Q3 		$5.73M Buy
280,151
+55,677
+25% +$1.16M ﹤0.01% 2120
2019
Q2 		$4.27M Buy
224,474
+4,114
+2% +$78.5K ﹤0.01% 2331
2019
Q1 		$4.24M Buy
220,360
+3,355
+2% +$64.7K ﹤0.01% 2324
2018
Q4 		$3.36M Buy
217,005
+18,005
+9% +$315K ﹤0.01% 2379
2018
Q3 		$4.29M Buy
199,000
+3,970
+2% +$93.4K ﹤0.01% 2440
2018
Q2 		$4.79M Buy
195,030
+20
+0% +$521 ﹤0.01% 2276
2018
Q1 		$5.39M Buy
195,010
+1,230
+0.6% +$33.2K ﹤0.01% 2117
2017
Q4 		$4.98M Buy
193,780
+1,200
+0.6% +$30.6K ﹤0.01% 2143
2017
Q3 		$4.93M Buy
+192,580
New +$4.82M ﹤0.01% 2098
2014
Q1 		– Sell
-1,150
Closed -$22K – 5330
2013
Q4 		$22K Sell
1,150
-4,751
-81% -$90.2K ﹤0.01% 4022
2013
Q3 		$114K Hold
5,901
– – ﹤0.01% 3406
2013
Q2 		$100K Buy
+5,901
New +$108K ﹤0.01% 3389

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise's CSV Position: Q1 2026 in Review

Ameriprise increased its Carriage Services (CSV) stake by 7.2% in Q1 2026, buying an estimated $1.5M and bringing the position to 516,061 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #1302.

Ameriprise first reported a position in CSV in Q2 2013 and has held it in 38 quarters since. The position peaked at $67.8M in Q4 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Ameriprise held 516,061 shares of Carriage Services worth $23.6M as of Q1 2026.
  • Ameriprise bought 34,491 Carriage Services shares in Q1 2026, an estimated $1.5M.
  • Carriage Services made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1302 holding.
  • Ameriprise first reported a position in Carriage Services in Q2 2013 and has held it in 38 quarters since.
  • Ameriprise's Carriage Services position peaked at $67.8M in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.