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GW&K Investment Management’s Carriage Services CSV Stock Holding History

GW&K Investment Management’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 		$10K Buy
+250
New +$10.9K ﹤0.01% 903
2018
Q3 		– Sell
-8,975
Closed -$220K – 289
2018
Q2 		$220K Buy
8,975
+610
+7% +$15.9K ﹤0.01% 285
2018
Q1 		$231K Buy
+8,365
New +$226K ﹤0.01% 279

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

GW&K Investment Management's CSV Position: Q2 2026 in Review

GW&K Investment Management opened a new position in Carriage Services (CSV) in Q2 2026: 250 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: GW&K Investment Management previously reported a position in CSV as recently as Q2 2018.

GW&K Investment Management first reported a position in CSV in Q1 2018 and has held it in 3 quarters since. The position peaked at $231K in Q1 2018. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • GW&K Investment Management held 250 shares of Carriage Services worth $10K as of Q2 2026.
  • Carriage Services was a new GW&K Investment Management position in Q2 2026.
  • Carriage Services made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #903 holding.
  • GW&K Investment Management first reported a position in Carriage Services in Q1 2018 and has held it in 3 quarters since.
  • GW&K Investment Management's Carriage Services position peaked at $231K in Q1 2018.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.