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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's CSV Position: Q1 2026 in Review

Larson Financial Group held its Carriage Services (CSV) position steady in Q1 2026 at 443 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Larson Financial Group first reported a position in CSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $20.3K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Larson Financial Group held 443 shares of Carriage Services worth $20.2K as of Q1 2026.
  • Larson Financial Group left its Carriage Services share count unchanged in Q1 2026.
  • Carriage Services made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1843 holding.
  • Larson Financial Group first reported a position in Carriage Services in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Carriage Services position peaked at $20.3K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.