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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Farther Finance Advisors's CSV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Carriage Services (CSV) stake by 5.7% in Q2 2026, selling an estimated $175 and leaving 66 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #5086.

Farther Finance Advisors first reported a position in CSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.18K in Q1 2026. 24 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Farther Finance Advisors held 66 shares of Carriage Services worth $2.53K as of Q2 2026.
Farther Finance Advisors sold 4 Carriage Services shares in Q2 2026, an estimated $175.
Carriage Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5086 holding.
Farther Finance Advisors first reported a position in Carriage Services in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Carriage Services position peaked at $3.18K in Q1 2026.
24 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.