DB
CSV icon

Dmitry Balyasny’s Carriage Services CSV Stock Holding History

Dmitry Balyasny’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 		– Sell
-6,819
Closed -$311K – 3081
2026
Q1 		$311K Buy
+6,819
New +$297K ﹤0.01% 2549
2025
Q4 		– Sell
-11,126
Closed -$496K – 3171
2025
Q3 		$496K Buy
+11,126
New +$503K ﹤0.01% 2400
2025
Q2 		– Sell
-8,186
Closed -$317K – 2912
2025
Q1 		$317K Buy
8,186
+2,425
+42% +$96.3K ﹤0.01% 2435
2024
Q4 		$230K Sell
5,761
-2,314
-29% -$85.4K ﹤0.01% 2486
2024
Q3 		$265K Buy
+8,075
New +$250K ﹤0.01% 2485
2016
Q1 		– Sell
-10,670
Closed -$257K – 1314
2015
Q4 		$257K Sell
10,670
-3,030
-22% -$70.7K ﹤0.01% 1016
2015
Q3 		$296K Sell
13,700
-2,090
-13% -$47.9K ﹤0.01% 919
2015
Q2 		$377K Buy
+15,790
New +$384K ﹤0.01% 915
2013
Q4 		– Sell
-223,758
Closed -$4.34M – 515
2013
Q3 		$4.34M Sell
223,758
-12,795
-5% -$236K 0.06% 369
2013
Q2 		$4.01M Buy
+236,553
New +$4.31M 0.07% 345

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

Dmitry Balyasny's CSV Position: Q2 2026 in Review

Dmitry Balyasny sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 6,819 shares — an estimated $311K sold.

Dmitry Balyasny first reported a position in CSV in Q2 2013 and held it in 10 quarters. The position peaked at $4.34M in Q3 2013. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Dmitry Balyasny reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 6,819 Carriage Services shares in Q2 2026, an estimated $311K.
  • Dmitry Balyasny first reported a position in Carriage Services in Q2 2013 and held it in 10 quarters.
  • Dmitry Balyasny's Carriage Services position peaked at $4.34M in Q3 2013.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.