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Aristeia Capital’s Carriage Services CSV Stock Holding History

Aristeia Capital’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
Q2 		$337K Buy
8,782
+1,701
+24% +$74.5K ﹤0.01% 491
2026
Q1 		$323K Buy
+7,081
New +$308K 0.01% 426
2025
Q4 		– Sell
-5,303
Closed -$236K – 639
2025
Q3 		$236K Buy
+5,303
New +$240K 0.01% 373

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Aristeia Capital's CSV Position: Q2 2026 in Review

Aristeia Capital increased its Carriage Services (CSV) stake by 24% in Q2 2026, buying an estimated $74.5K and bringing the position to 8,782 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Aristeia Capital first reported a position in CSV in Q3 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Aristeia Capital held 8,782 shares of Carriage Services worth $337K as of Q2 2026.
  • Aristeia Capital bought 1,701 Carriage Services shares in Q2 2026, an estimated $74.5K.
  • Carriage Services made up ﹤0.01% of Aristeia Capital's portfolio in Q2 2026, its #491 holding.
  • Aristeia Capital first reported a position in Carriage Services in Q3 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Aristeia Capital's 13F filing for Q2 2026, filed 14 Aug 2026.