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EverSource Wealth Advisors’s Carriage Services CSV Stock Holding History

EverSource Wealth Advisors’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 		$1.87K Sell
41
-65
-61% -$2.83K ﹤0.01% 3668
2025
Q4 		$4.48K Sell
106
-247
-70% -$10.7K ﹤0.01% 3165
2025
Q3 		$15.7K Buy
353
+219
+163% +$9.9K ﹤0.01% 2531
2025
Q2 		$6.13K Buy
134
+124
+1,240% +$5.18K ﹤0.01% 3065
2025
Q1 		$388 Buy
10
+4
+67% +$159 ﹤0.01% 3539
2024
Q4 		$239 Buy
+6
New +$221 ﹤0.01% 3397

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

EverSource Wealth Advisors's CSV Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Carriage Services (CSV) stake by 61% in Q1 2026, selling an estimated $2.83K and leaving 41 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

EverSource Wealth Advisors first reported a position in CSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7K in Q3 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • EverSource Wealth Advisors held 41 shares of Carriage Services worth $1.87K as of Q1 2026.
  • EverSource Wealth Advisors sold 65 Carriage Services shares in Q1 2026, an estimated $2.83K.
  • Carriage Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3668 holding.
  • EverSource Wealth Advisors first reported a position in Carriage Services in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Carriage Services position peaked at $15.7K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.