Creative Planning
CSV icon

Creative Planning’s Carriage Services CSV Stock Holding History

Creative Planning’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 		$2.75M Buy
+88,373
New +$3.14M ﹤0.01% 1946
2026
Q2 		– Sell
-7,197
Closed -$329K – 4325
2026
Q1 		$329K Buy
7,197
+1,482
+26% +$64.5K ﹤0.01% 3355
2025
Q4 		$242K Buy
5,715
+164
+3% +$7.12K ﹤0.01% 3403
2025
Q3 		$247K Buy
5,551
+1,171
+27% +$52.9K ﹤0.01% 3301
2025
Q2 		$200K Buy
+4,380
New +$183K ﹤0.01% 3217
2017
Q3 		– Sell
-8
Closed – – 2264
2017
Q2 		$0 Hold
8
– – ﹤0.01% 4645
2017
Q1 		$0 Hold
8
– – ﹤0.01% 4684
2016
Q4 		$0 Buy
+8
New +$207 ﹤0.01% 4647
2014
Q3 		– Sell
-32
Closed -$1K – 4015
2014
Q2 		$1K Buy
+32
New +$552 ﹤0.01% 3619

Other funds holding CSV

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Mendel Money Management
Mendel Money Management Northbrook, Illinois $277M AUM 27.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Creative Planning's CSV Position: Q3 2026 in Review

Creative Planning opened a new position in Carriage Services (CSV) in Q3 2026: 88,373 shares worth $2.75M. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: Creative Planning previously reported a position in CSV as recently as Q1 2026.

Creative Planning first reported a position in CSV in Q2 2014 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • Creative Planning held 88,373 shares of Carriage Services worth $2.75M as of Q3 2026.
  • Carriage Services was a new Creative Planning position in Q3 2026.
  • Carriage Services made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1946 holding.
  • Creative Planning first reported a position in Carriage Services in Q2 2014 and has held it in 9 quarters since.
  • 35 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.