CoreCap Advisors’s Carriage Services CSV Stock Holding History

CoreCap 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	-235	Closed	-$9.11K	–	2875
2025 Q1	$9.11K	Buy	+235	New	+$9.33K	﹤0.01%	1861

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

CoreCap Advisors's CSV Position: Q2 2025 in Review

CoreCap Advisors sold out of Carriage Services (CSV) in Q2 2025, closing a stake of 235 shares — an estimated $9.11K sold.

CoreCap Advisors first reported a position in CSV in Q1 2025 and held it in 1 quarter. The position peaked at $9.11K in Q1 2025. 161 funds tracked by Wall St. Rank hold CSV as of Q2 2025.

CoreCap Advisors reported no remaining Carriage Services position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 235 Carriage Services shares in Q2 2025, an estimated $9.11K.
CoreCap Advisors first reported a position in Carriage Services in Q1 2025 and held it in 1 quarter.
CoreCap Advisors's Carriage Services position peaked at $9.11K in Q1 2025.
161 funds tracked by Wall St. Rank held Carriage Services as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.