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Kilter Group’s Carriage Services CSV Stock Holding History

Kilter Group’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 		$2.03K Hold
53
– – ﹤0.01% 1018
2026
Q1 		$2.42K Hold
53
– – ﹤0.01% 882
2025
Q4 		$2.24K Hold
53
– – ﹤0.01% 737
2025
Q3 		$2.36K Hold
53
– – ﹤0.01% 617
2025
Q2 		$2.42K Buy
+53
New +$2.21K ﹤0.01% 567

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

Kilter Group's CSV Position: Q2 2026 in Review

Kilter Group held its Carriage Services (CSV) position steady in Q2 2026 at 53 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Kilter Group first reported a position in CSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42K in Q2 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Kilter Group held 53 shares of Carriage Services worth $2.03K as of Q2 2026.
  • Kilter Group left its Carriage Services share count unchanged in Q2 2026.
  • Carriage Services made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1018 holding.
  • Kilter Group first reported a position in Carriage Services in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Carriage Services position peaked at $2.42K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.