Neuberger Berman Group’s Carriage Services CSV Stock Holding History

Neuberger Berman Group’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	$486K	Buy	10,636 +548	+5%	+$23.8K	﹤0.01%	1652
2025 Q4	$427K	Buy	+10,088	New	+$438K	﹤0.01%	1686
2020 Q2	–	Sell	-54,000	Closed	-$872K	–	1542
2020 Q1	$872K	Buy	54,000 +12,000	+29%	+$259K	﹤0.01%	1125
2019 Q4	$1.07M	Buy	+42,000	New	+$1.02M	﹤0.01%	1145
2018 Q4	–	Sell	-23,000	Closed	-$496K	–	1596
2018 Q3	$496K	Buy	23,000 +10,700	+87%	+$252K	﹤0.01%	1321
2018 Q2	$302K	Buy	+12,300	New	+$320K	﹤0.01%	1511
2015 Q3	–	Sell	-74,800	Closed	-$1.79M	–	1540
2015 Q2	$1.79M	Buy	74,800 +9,200	+14%	+$224K	﹤0.01%	1082
2015 Q1	$1.57M	Buy	+65,600	New	+$1.49M	﹤0.01%	1113
2014 Q1	–	Sell	-81,000	Closed	-$1.58M	–	1622
2013 Q4	$1.58M	Sell	81,000 -46,400	-36%	-$881K	﹤0.01%	1113
2013 Q3	$2.47M	Buy	+127,400	New	+$2.35M	﹤0.01%	1001

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group's CSV Position: Q1 2026 in Review

Neuberger Berman Group increased its Carriage Services (CSV) stake by 5.4% in Q1 2026, buying an estimated $23.8K and bringing the position to 10,636 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Neuberger Berman Group first reported a position in CSV in Q3 2013 and has held it in 10 quarters since. The position peaked at $2.47M in Q3 2013. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Neuberger Berman Group held 10,636 shares of Carriage Services worth $486K as of Q1 2026.
Neuberger Berman Group bought 548 Carriage Services shares in Q1 2026, an estimated $23.8K.
Carriage Services made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1652 holding.
Neuberger Berman Group first reported a position in Carriage Services in Q3 2013 and has held it in 10 quarters since.
Neuberger Berman Group's Carriage Services position peaked at $2.47M in Q3 2013.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.