Mariner
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Mariner’s Carriage Services CSV Stock Holding History

Mariner’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
-4,964
Closed -$210K – 3620
2025
Q4 		$210K Sell
4,964
-1,103
-18% -$47.9K ﹤0.01% 3129
2025
Q3 		$270K Sell
6,067
-505
-8% -$22.8K ﹤0.01% 2900
2025
Q2 		$301K Sell
6,572
-1,164
-15% -$48.6K ﹤0.01% 2726
2025
Q1 		$300K Buy
7,736
+1,676
+28% +$66.5K ﹤0.01% 2625
2024
Q4 		$241K Sell
6,060
-620
-9% -$22.9K ﹤0.01% 2835
2024
Q3 		$219K Buy
+6,680
New +$206K ﹤0.01% 2862

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

Mariner's CSV Position: Q1 2026 in Review

Mariner sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 4,964 shares — an estimated $210K sold.

Mariner first reported a position in CSV in Q3 2024 and held it in 6 quarters. The position peaked at $301K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Mariner reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 4,964 Carriage Services shares in Q1 2026, an estimated $210K.
  • Mariner first reported a position in Carriage Services in Q3 2024 and held it in 6 quarters.
  • Mariner's Carriage Services position peaked at $301K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.