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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
Q1 		$213K Buy
+4,665
New +$203K ﹤0.01% 1994

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

Empowered Funds's CSV Position: Q1 2026 in Review

Empowered Funds opened a new position in Carriage Services (CSV) in Q1 2026: 4,665 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings.

167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Empowered Funds held 4,665 shares of Carriage Services worth $213K as of Q1 2026.
  • Carriage Services was a new Empowered Funds position in Q1 2026.
  • Carriage Services made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1994 holding.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.