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Longboard Asset Management’s Carriage Services CSV Stock Holding History

Longboard Asset Management’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
2025
Q4 		– Sell
-5,224
Closed -$233K – 116
2025
Q3 		$233K Hold
5,224
– – 0.38% 115
2025
Q2 		$239K Buy
+5,224
New +$218K 0.59% 75

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Longboard Asset Management's CSV Position: Q4 2025 in Review

Longboard Asset Management sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 5,224 shares — an estimated $233K sold.

Longboard Asset Management first reported a position in CSV in Q2 2025 and held it in 2 quarters. The position peaked at $239K in Q2 2025. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Longboard Asset Management reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 5,224 Carriage Services shares in Q4 2025, an estimated $233K.
  • Longboard Asset Management first reported a position in Carriage Services in Q2 2025 and held it in 2 quarters.
  • Longboard Asset Management's Carriage Services position peaked at $239K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.