HWM
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Hohimer Wealth Management’s Carriage Services CSV Stock Holding History

Hohimer Wealth 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
Q1 		$218K Buy
+4,779
New +$208K 0.03% 299
2025
Q4 		– Sell
-4,779
Closed -$213K – 333
2025
Q3 		$213K Buy
4,779
+289
+6% +$13.1K 0.03% 321
2025
Q2 		$205K Sell
4,490
-1,966
-30% -$82.1K 0.04% 236
2025
Q1 		$250K Buy
6,456
+255
+4% +$10.1K 0.05% 207
2024
Q4 		$247K Buy
+6,201
New +$229K 0.05% 205

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

Hohimer Wealth Management's CSV Position: Q1 2026 in Review

Hohimer Wealth Management opened a new position in Carriage Services (CSV) in Q1 2026: 4,779 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in CSV as recently as Q3 2025.

Hohimer Wealth Management first reported a position in CSV in Q4 2024 and has held it in 5 quarters since. The position peaked at $250K in Q1 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Hohimer Wealth Management held 4,779 shares of Carriage Services worth $218K as of Q1 2026.
  • Carriage Services was a new Hohimer Wealth Management position in Q1 2026.
  • Carriage Services made up 0.03% of Hohimer Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Hohimer Wealth Management first reported a position in Carriage Services in Q4 2024 and has held it in 5 quarters since.
  • Hohimer Wealth Management's Carriage Services position peaked at $250K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.