Empowered Funds’s Carriage Services CSV Stock Holding History

Empowered Funds’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	-4,665	Closed	-$213K	–	2149
2026 Q1	$213K	Buy	+4,665	New	+$203K	﹤0.01%	1994

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Empowered Funds's CSV Position: Q2 2026 in Review

Empowered Funds sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 4,665 shares — an estimated $213K sold.

Empowered Funds first reported a position in CSV in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Empowered Funds reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 4,665 Carriage Services shares in Q2 2026, an estimated $213K.
Empowered Funds first reported a position in Carriage Services in Q1 2026 and held it in 1 quarter.
Empowered Funds's Carriage Services position peaked at $213K in Q1 2026.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.