HSBC Holdings’s Carriage Services CSV Stock Holding History

HSBC Holdings’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	$323K	Buy	7,051 +1,929	+38%	+$83.9K	﹤0.01%	2423
2025 Q4	$218K	Sell	5,122 -5,484	-52%	-$238K	﹤0.01%	2661
2025 Q3	$475K	Sell	10,606 -23,356	-69%	-$1.06M	﹤0.01%	2131
2025 Q2	$1.56M	Buy	+33,962	New	+$1.42M	﹤0.01%	1590
2024 Q3	–	Sell	-11,371	Closed	-$303K	–	3012
2024 Q2	$303K	Buy	11,371 +1,857	+20%	+$48.7K	﹤0.01%	2268
2024 Q1	$257K	Buy	+9,514	New	+$238K	﹤0.01%	2542
2022 Q4	–	Sell	-10,015	Closed	-$330K	–	3067
2022 Q3	$330K	Sell	10,015 -511	-5%	-$19.1K	﹤0.01%	2364
2022 Q2	$414K	Buy	10,526 +3,884	+58%	+$168K	﹤0.01%	2440
2022 Q1	$356K	Buy	+6,642	New	+$350K	﹤0.01%	2644
2015 Q4	–	Sell	-9,553	Closed	-$206K	–	2228
2015 Q3	$206K	Buy	9,553 +398	+4%	+$9.12K	﹤0.01%	1790
2015 Q2	$219K	Sell	9,155 -194	-2%	-$4.72K	﹤0.01%	1781
2015 Q1	$222K	Buy	+9,349	New	+$212K	﹤0.01%	1884

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings's CSV Position: Q1 2026 in Review

HSBC Holdings increased its Carriage Services (CSV) stake by 38% in Q1 2026, buying an estimated $83.9K and bringing the position to 7,051 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

HSBC Holdings first reported a position in CSV in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.56M in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

HSBC Holdings held 7,051 shares of Carriage Services worth $323K as of Q1 2026.
HSBC Holdings bought 1,929 Carriage Services shares in Q1 2026, an estimated $83.9K.
Carriage Services made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2423 holding.
HSBC Holdings first reported a position in Carriage Services in Q1 2015 and has held it in 12 quarters since.
HSBC Holdings's Carriage Services position peaked at $1.56M in Q2 2025.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.