Franklin Resources
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Franklin Resources’s Carriage Services CSV Stock Holding History

Franklin Resources’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
2025
Q4 		– Sell
-9,757
Closed -$435K – 3154
2025
Q3 		$435K Hold
9,757
– – ﹤0.01% 2502
2025
Q2 		$446K Buy
9,757
+1,175
+14% +$49.1K ﹤0.01% 2366
2025
Q1 		$333K Hold
8,582
– – ﹤0.01% 2429
2024
Q4 		$342K Buy
+8,582
New +$317K ﹤0.01% 2458

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Franklin Resources's CSV Position: Q4 2025 in Review

Franklin Resources sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 9,757 shares — an estimated $435K sold.

Franklin Resources first reported a position in CSV in Q4 2024 and held it in 4 quarters. The position peaked at $446K in Q2 2025. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Franklin Resources reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Franklin Resources sold 9,757 Carriage Services shares in Q4 2025, an estimated $435K.
  • Franklin Resources first reported a position in Carriage Services in Q4 2024 and held it in 4 quarters.
  • Franklin Resources's Carriage Services position peaked at $446K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Franklin Resources's 13F filing for Q4 2025, filed 11 Feb 2026.