MCM
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MAI Capital Management’s Carriage Services CSV Stock Holding History

MAI Capital 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
2026
Q1 		– Sell
-6
Closed -$254 – 5047
2025
Q4 		$254 Hold
6
– – ﹤0.01% 3996
2025
Q3 		$268 Hold
6
– – ﹤0.01% 3684
2025
Q2 		$275 Buy
+6
New +$251 ﹤0.01% 3839

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

MAI Capital Management's CSV Position: Q1 2026 in Review

MAI Capital Management sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 6 shares — an estimated $254 sold.

MAI Capital Management first reported a position in CSV in Q2 2025 and held it in 3 quarters. The position peaked at $275 in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • MAI Capital Management reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 6 Carriage Services shares in Q1 2026, an estimated $254.
  • MAI Capital Management first reported a position in Carriage Services in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Carriage Services position peaked at $275 in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.