Bare Financial Services’s Carriage Services CSV Stock Holding History

Bare Financial Services’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 Q3	$1.65K	Buy	+53	New	+$1.88K	﹤0.01%	1277

Other funds holding CSV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bare Financial Services's CSV Position: Q3 2026 in Review

Bare Financial Services opened a new position in Carriage Services (CSV) in Q3 2026: 53 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

57 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

Bare Financial Services held 53 shares of Carriage Services worth $1.65K as of Q3 2026.
Carriage Services was a new Bare Financial Services position in Q3 2026.
Carriage Services made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1277 holding.
57 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.