Integrated Wealth Concepts’s Carriage Services CSV Stock Holding History

Integrated Wealth Concepts’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	$8.55K	Buy	+223	New	+$9.77K	﹤0.01%	4655

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Integrated Wealth Concepts's CSV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Carriage Services (CSV) in Q2 2026: 223 shares worth $8.55K. The stake represents ﹤0.01% of the portfolio and ranks #4655 among its holdings.

158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Integrated Wealth Concepts held 223 shares of Carriage Services worth $8.55K as of Q2 2026.
Carriage Services was a new Integrated Wealth Concepts position in Q2 2026.
Carriage Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4655 holding.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.