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Atria Investments’s Carriage Services CSV Stock Holding History

Atria Investments’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 		$241K Buy
5,289
+293
+6% +$12.7K ﹤0.01% 1882
2025
Q4 		$211K Sell
4,996
-255
-5% -$11.1K ﹤0.01% 1944
2025
Q3 		$234K Buy
+5,251
New +$237K ﹤0.01% 1863

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
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
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

Atria Investments's CSV Position: Q1 2026 in Review

Atria Investments increased its Carriage Services (CSV) stake by 5.9% in Q1 2026, buying an estimated $12.7K and bringing the position to 5,289 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Atria Investments first reported a position in CSV in Q3 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Atria Investments held 5,289 shares of Carriage Services worth $241K as of Q1 2026.
  • Atria Investments bought 293 Carriage Services shares in Q1 2026, an estimated $12.7K.
  • Carriage Services made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1882 holding.
  • Atria Investments first reported a position in Carriage Services in Q3 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.