National Bank of Canada
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National Bank of Canada’s Carriage Services CSV Stock Holding History

National Bank of Canada’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
Q3 		– Sell
-176
Closed -$8.04K – 2920
2025
Q2 		$8.04K Sell
176
-152
-46% -$6.35K ﹤0.01% 2403
2025
Q1 		$12.7K Sell
328
-24
-7% -$953 ﹤0.01% 2188
2024
Q4 		$14K Buy
352
+77
+28% +$2.84K ﹤0.01% 2253
2024
Q3 		$9.03K Hold
275
– – ﹤0.01% 2104
2024
Q2 		$7.26K Buy
+275
New +$7.22K ﹤0.01% 2196

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

National Bank of Canada's CSV Position: Q3 2025 in Review

National Bank of Canada sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 176 shares — an estimated $8.04K sold.

National Bank of Canada first reported a position in CSV in Q2 2024 and held it in 5 quarters. The position peaked at $14K in Q4 2024. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • National Bank of Canada reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
  • National Bank of Canada sold 176 Carriage Services shares in Q3 2025, an estimated $8.04K.
  • National Bank of Canada first reported a position in Carriage Services in Q2 2024 and held it in 5 quarters.
  • National Bank of Canada's Carriage Services position peaked at $14K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on National Bank of Canada's 13F filing for Q3 2025, filed 14 Nov 2025.