HCA
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Harbor Capital Advisors’s Carriage Services CSV Stock Holding History

Harbor Capital 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 		$8K Buy
166
+2
+1% +$87 ﹤0.01% 1027
2025
Q4 		$7K Sell
164
-3
-2% -$130 ﹤0.01% 1036
2025
Q3 		$7K Buy
167
+1
+0.6% +$45 ﹤0.01% 1049
2025
Q2 		$8K Sell
166
-34
-17% -$1.42K ﹤0.01% 1023
2025
Q1 		$8K Buy
200
+1
+0.5% +$40 ﹤0.01% 1019
2024
Q4 		$8K Buy
199
+58
+41% +$2.14K ﹤0.01% 1023
2024
Q3 		$5K Buy
+141
New +$4.36K ﹤0.01% 1121

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

Harbor Capital Advisors's CSV Position: Q1 2026 in Review

Harbor Capital Advisors increased its Carriage Services (CSV) stake by 1.2% in Q1 2026, buying an estimated $87 and bringing the position to 166 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Harbor Capital Advisors first reported a position in CSV in Q3 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Harbor Capital Advisors held 166 shares of Carriage Services worth $8K as of Q1 2026.
  • Harbor Capital Advisors bought 2 Carriage Services shares in Q1 2026, an estimated $87.
  • Carriage Services made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #1027 holding.
  • Harbor Capital Advisors first reported a position in Carriage Services in Q3 2024 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.