HSBC Holdings
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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
Q2 		– Sell
-7,051
Closed -$323K – 2985
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
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

HSBC Holdings's CSV Position: Q2 2026 in Review

HSBC Holdings sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 7,051 shares — an estimated $323K sold.

HSBC Holdings first reported a position in CSV in Q1 2015 and held it in 12 quarters. The position peaked at $1.56M in Q2 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • HSBC Holdings reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 7,051 Carriage Services shares in Q2 2026, an estimated $323K.
  • HSBC Holdings first reported a position in Carriage Services in Q1 2015 and held it in 12 quarters.
  • HSBC Holdings's Carriage Services position peaked at $1.56M in Q2 2025.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.