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
Q2 		– Sell
-700
Closed -$27.1K – 12889
2025
Q1 		$27.1K Sell
700
-3,100
-82% -$123K ﹤0.01% 12906
2024
Q4 		$151K Sell
3,800
-1,300
-25% -$48K ﹤0.01% 10873
2024
Q3 		$167K Buy
5,100
+1,200
+31% +$37.1K ﹤0.01% 10413
2024
Q2 		$105K Buy
3,900
+100
+3% +$2.62K ﹤0.01% 10847
2024
Q1 		$103K Buy
3,800
+3,300
+660% +$82.6K ﹤0.01% 11326
2023
Q4 		$12.5K Sell
500
-1,500
-75% -$35.3K ﹤0.01% 12987
2023
Q3 		$56.5K Sell
2,000
-2,000
-50% -$63K ﹤0.01% 11609
2023
Q2 		$130K Sell
4,000
-3,300
-45% -$92.4K ﹤0.01% 10539
2023
Q1 		$223K Buy
7,300
+2,000
+38% +$63.5K ﹤0.01% 9988
2022
Q4 		$146K Sell
5,300
-4,400
-45% -$120K ﹤0.01% 10653
2022
Q3 		$312K Buy
+9,700
New +$363K ﹤0.01% 9480
2022
Q1 		– Sell
-14,800
Closed -$954K – 13721
2021
Q4 		$954K Sell
14,800
-3,500
-19% -$181K ﹤0.01% 8095
2021
Q3 		$816K Buy
18,300
+5,200
+40% +$210K ﹤0.01% 8646
2021
Q2 		$484K Buy
+13,100
New +$489K ﹤0.01% 10125
2020
Q4 		– Sell
-12,200
Closed -$272K – 10976
2020
Q3 		$272K Sell
12,200
-1,200
-9% -$25.2K ﹤0.01% 8295
2020
Q2 		$243K Buy
+13,400
New +$226K ﹤0.01% 8251
2018
Q4 		– Sell
-12,500
Closed -$269K – 9193
2018
Q3 		$269K Sell
12,500
-1,000
-7% -$23.5K ﹤0.01% 7748
2018
Q2 		$331K Buy
+13,500
New +$351K ﹤0.01% 7046
2018
Q1 		– Sell
-8,800
Closed -$226K – 8331
2017
Q4 		$226K Buy
+8,800
New +$224K ﹤0.01% 6925

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.