Citadel Advisors
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Citadel Advisors’s Carriage Services CSV Stock Holding History

Citadel Advisors’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
-10,400
Closed -$463K – 12837
2025
Q3 		$463K Sell
10,400
-4,200
-29% -$190K ﹤0.01% 9320
2025
Q2 		$668K Buy
14,600
+6,400
+78% +$267K ﹤0.01% 7950
2025
Q1 		$318K Sell
8,200
-7,800
-49% -$310K ﹤0.01% 9450
2024
Q4 		$638K Sell
16,000
-26,100
-62% -$963K ﹤0.01% 8007
2024
Q3 		$1.38M Buy
42,100
+9,500
+29% +$294K ﹤0.01% 6216
2024
Q2 		$875K Buy
32,600
+9,300
+40% +$244K ﹤0.01% 6863
2024
Q1 		$630K Buy
23,300
+15,500
+199% +$388K ﹤0.01% 7878
2023
Q4 		$195K Buy
7,800
+5,400
+225% +$127K ﹤0.01% 9997
2023
Q3 		$67.8K Sell
2,400
-23,900
-91% -$753K ﹤0.01% 11366
2023
Q2 		$854K Sell
26,300
-14,600
-36% -$409K ﹤0.01% 6791
2023
Q1 		$1.25M Buy
40,900
+20,200
+98% +$641K ﹤0.01% 6308
2022
Q4 		$570K Buy
+20,700
New +$563K ﹤0.01% 7973
2022
Q3 		– Sell
-18,500
Closed -$734K – 12752
2022
Q2 		$734K Sell
18,500
-44,200
-70% -$1.91M ﹤0.01% 7746
2022
Q1 		$3.34M Buy
62,700
+9,600
+18% +$506K ﹤0.01% 4960
2021
Q4 		$3.42M Buy
53,100
+18,600
+54% +$963K ﹤0.01% 5083
2021
Q3 		$1.54M Buy
+34,500
New +$1.4M ﹤0.01% 7026
2021
Q1 		– Sell
-6,400
Closed -$200K – 13223
2020
Q4 		$200K Sell
6,400
-3,400
-35% -$92.7K ﹤0.01% 9728
2020
Q3 		$219K Sell
9,800
-4,900
-33% -$103K ﹤0.01% 8662
2020
Q2 		$266K Buy
+14,700
New +$248K ﹤0.01% 8099

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

Citadel Advisors's CSV Position: Q1 2026 in Review

Citadel Advisors increased its Carriage Services (CSV) stake by 90% in Q1 2026, buying an estimated $780K and bringing the position to 37,793 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #6408.

Citadel Advisors first reported a position in CSV in Q2 2014 and has held it in 43 quarters since. The position peaked at $5.88M in Q2 2018. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Citadel Advisors held 37,793 shares of Carriage Services worth $1.73M as of Q1 2026.
  • Citadel Advisors bought 17,937 Carriage Services shares in Q1 2026, an estimated $780K.
  • Carriage Services made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6408 holding.
  • Citadel Advisors first reported a position in Carriage Services in Q2 2014 and has held it in 43 quarters since.
  • Citadel Advisors's Carriage Services position peaked at $5.88M in Q2 2018.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

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