Larson Financial Group’s Carriage Services CSV Stock Holding History

Larson Financial 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	$14.5K	Sell	379 -64	-14%	-$2.8K	﹤0.01%	2191
2026 Q1	$20.2K	Hold	443	–	–	﹤0.01%	1843
2025 Q4	$18.7K	Hold	443	–	–	﹤0.01%	1761
2025 Q3	$19.7K	Hold	443	–	–	﹤0.01%	1652
2025 Q2	$20.3K	Buy	443 +339	+326%	+$14.2K	﹤0.01%	1486
2025 Q1	$4.03K	Buy	+104	New	+$4.13K	﹤0.01%	1942

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

Larson Financial Group's CSV Position: Q2 2026 in Review

Larson Financial Group reduced its Carriage Services (CSV) stake by 14% in Q2 2026, selling an estimated $2.8K and leaving 379 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Larson Financial Group first reported a position in CSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.3K in Q2 2025. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Larson Financial Group held 379 shares of Carriage Services worth $14.5K as of Q2 2026.
Larson Financial Group sold 64 Carriage Services shares in Q2 2026, an estimated $2.8K.
Carriage Services made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2191 holding.
Larson Financial Group first reported a position in Carriage Services in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Carriage Services position peaked at $20.3K in Q2 2025.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.