Creative Planning
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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
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

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

Creative Planning's CSV Position: Q1 2026 in Review

Creative Planning increased its Carriage Services (CSV) stake by 26% in Q1 2026, buying an estimated $64.5K and bringing the position to 7,197 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3355.

Creative Planning first reported a position in CSV in Q2 2014 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Creative Planning held 7,197 shares of Carriage Services worth $329K as of Q1 2026.
  • Creative Planning bought 1,482 Carriage Services shares in Q1 2026, an estimated $64.5K.
  • Carriage Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3355 holding.
  • Creative Planning first reported a position in Carriage Services in Q2 2014 and has held it in 8 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.