Keating Financial Advisory Services’s Carriage Services CSV Stock Holding History

Keating Financial Advisory Services’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	$38	Buy	+1	New	+$44	﹤0.01%	2533

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

Keating Financial Advisory Services's CSV Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Carriage Services (CSV) in Q2 2026: 1 share worth $38. The stake represents ﹤0.01% of the portfolio and ranks #2533 among its holdings.

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

Keating Financial Advisory Services held 1 share of Carriage Services worth $38 as of Q2 2026.
Carriage Services was a new Keating Financial Advisory Services position in Q2 2026.
Carriage Services made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2533 holding.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.