Linden Thomas Advisory Services’s Carriage Services CSV Stock Holding History

Linden Thomas 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	$1.81M	Buy	47,230 +5,172	+12%	+$227K	0.15%	242
2026 Q1	$1.92M	Buy	42,058 +20,815	+98%	+$906K	0.19%	203
2025 Q4	$899K	Buy	21,243 +727	+4%	+$31.6K	0.09%	322
2025 Q3	$914K	Buy	20,516 +862	+4%	+$39K	0.09%	312
2025 Q2	$899K	Sell	19,654 -10,992	-36%	-$459K	0.1%	304
2025 Q1	$1.19M	Buy	30,646 +3,289	+12%	+$131K	0.15%	233
2024 Q4	$1.09M	Buy	27,357 +5,093	+23%	+$188K	0.14%	263
2024 Q3	$731K	Buy	22,264 +3,403	+18%	+$105K	0.1%	321
2024 Q2	$506K	Buy	18,861 +1,727	+10%	+$45.3K	0.08%	354
2024 Q1	$463K	Buy	17,134 +7,655	+81%	+$192K	0.07%	349
2023 Q4	$237K	Buy	9,479 +1,675	+21%	+$39.4K	0.04%	393
2023 Q3	$220K	Buy	7,804 +1,007	+15%	+$31.7K	0.05%	371
2023 Q2	$221K	Buy	+6,797	New	+$190K	0.05%	349

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

Linden Thomas Advisory Services's CSV Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Carriage Services (CSV) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 47,230 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #242.

Linden Thomas Advisory Services first reported a position in CSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Linden Thomas Advisory Services held 47,230 shares of Carriage Services worth $1.81M as of Q2 2026.
Linden Thomas Advisory Services bought 5,172 Carriage Services shares in Q2 2026, an estimated $227K.
Carriage Services made up 0.15% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #242 holding.
Linden Thomas Advisory Services first reported a position in Carriage Services in Q2 2023 and has held it in 13 quarters since.
Linden Thomas Advisory Services's Carriage Services position peaked at $1.92M in Q1 2026.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.