Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Carriage Services CSV Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$334K Buy
8,705
+52
+0.6% +$2.28K ﹤0.01% 1472
2026
Q1 		$395K Sell
8,653
-1,074
-11% -$46.7K ﹤0.01% 1353
2025
Q4 		$411K Sell
9,727
-2,722
-22% -$118K ﹤0.01% 1343
2025
Q3 		$554K Sell
12,449
-8,518
-41% -$385K ﹤0.01% 1230
2025
Q2 		$959K Sell
20,967
-13,675
-39% -$571K ﹤0.01% 1062
2025
Q1 		$1.34M Sell
34,642
-16,000
-32% -$635K 0.01% 849
2024
Q4 		$2.02M Buy
50,642
+24,263
+92% +$895K 0.01% 725
2024
Q3 		$866K Buy
26,379
+15,433
+141% +$477K ﹤0.01% 927
2024
Q2 		$294K Buy
+10,946
New +$287K ﹤0.01% 1188
2023
Q2 		– Sell
-8,965
Closed -$274K – 1347
2023
Q1 		$274K Sell
8,965
-4,775
-35% -$151K ﹤0.01% 1026
2022
Q4 		$378K Buy
+13,740
New +$373K ﹤0.01% 939
2020
Q1 		– Sell
-14,250
Closed -$365K – 1044
2019
Q4 		$365K Buy
14,250
+4,100
+40% +$99.4K ﹤0.01% 730
2019
Q3 		$207K Buy
+10,150
New +$211K ﹤0.01% 860

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

Connor, Clark & Lunn Investment Management (CC&L)'s CSV Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Carriage Services (CSV) stake by 0.6% in Q2 2026, buying an estimated $2.28K and bringing the position to 8,705 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CSV in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2024. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 8,705 shares of Carriage Services worth $334K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 52 Carriage Services shares in Q2 2026, an estimated $2.28K.
  • Carriage Services made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1472 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Carriage Services in Q3 2019 and has held it in 13 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Carriage Services position peaked at $2.02M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.