FFA
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Farther Finance Advisors’s Carriage Services CSV Stock Holding History

Farther Finance 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
Q3 		$468 Sell
15
-51
-77% -$1.81K ﹤0.01% 5764
2026
Q2 		$2.53K Sell
66
-4
-6% -$175 ﹤0.01% 5086
2026
Q1 		$3.18K Buy
70
+58
+483% +$2.52K ﹤0.01% 4711
2025
Q4 		$508 Sell
12
-15
-56% -$651 ﹤0.01% 5055
2025
Q3 		$1.2K Buy
27
+7
+35% +$316 ﹤0.01% 4311
2025
Q2 		$915 Hold
20
– – ﹤0.01% 3923
2025
Q1 		$774 Hold
20
– – ﹤0.01% 3688
2024
Q4 		$797 Hold
20
– – ﹤0.01% 3318
2024
Q3 		$657 Hold
20
– – ﹤0.01% 3357
2024
Q2 		$530 Hold
20
– – ﹤0.01% 3271
2024
Q1 		$530 Hold
20
– – ﹤0.01% 3006
2023
Q4 		$500 Sell
20
-11
-35% -$259 ﹤0.01% 2979
2023
Q3 		$876 Hold
31
– – ﹤0.01% 2113
2023
Q2 		$1.01K Hold
31
– – ﹤0.01% 1974
2023
Q1 		$946 Hold
31
– – ﹤0.01% 1859
2022
Q4 		$854 Buy
+31
New +$843 ﹤0.01% 1690

Other funds holding CSV

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CSV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Carriage Services (CSV) stake by 77% in Q3 2026, selling an estimated $1.81K and leaving 15 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #5764.

Farther Finance Advisors first reported a position in CSV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.18K in Q1 2026. 4 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • Farther Finance Advisors held 15 shares of Carriage Services worth $468 as of Q3 2026.
  • Farther Finance Advisors sold 51 Carriage Services shares in Q3 2026, an estimated $1.81K.
  • Carriage Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5764 holding.
  • Farther Finance Advisors first reported a position in Carriage Services in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Carriage Services position peaked at $3.18K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.