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New England Capital Financial Advisors’s Carriage Services CSV Stock Holding History

New England Capital Financial Advisors’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
Q2 		$1.21K Hold
32
– – ﹤0.01% 379
2026
Q1 		$1.44K Buy
32
+1
+3% +$44 ﹤0.01% 367
2025
Q4 		$1.33K Hold
31
– – ﹤0.01% 366
2025
Q3 		$1.4K Hold
31
– – ﹤0.01% 362
2025
Q2 		$1.43K Hold
31
– – ﹤0.01% 356
2025
Q1 		$1.21K Hold
31
– – ﹤0.01% 332
2024
Q4 		$1.24K Hold
31
– – ﹤0.01% 345
2024
Q3 		$1.02K Hold
31
– – ﹤0.01% 342
2024
Q2 		$831 Hold
31
– – ﹤0.01% 345
2024
Q1 		$834 Hold
31
– – ﹤0.01% 343
2023
Q4 		$768 Hold
31
– – ﹤0.01% 351
2023
Q3 		$863 Buy
31
+1
+3% +$32 ﹤0.01% 343
2023
Q2 		$988 Hold
30
– – ﹤0.01% 337
2023
Q1 		$925 Hold
30
– – ﹤0.01% 377
2022
Q4 		$923 Buy
+30
New +$815 ﹤0.01% 378

Other funds holding CSV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

New England Capital Financial Advisors's CSV Position: Q2 2026 in Review

New England Capital Financial Advisors held its Carriage Services (CSV) position steady in Q2 2026 at 32 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

New England Capital Financial Advisors first reported a position in CSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44K in Q1 2026. 89 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • New England Capital Financial Advisors held 32 shares of Carriage Services worth $1.21K as of Q2 2026.
  • New England Capital Financial Advisors left its Carriage Services share count unchanged in Q2 2026.
  • Carriage Services made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #379 holding.
  • New England Capital Financial Advisors first reported a position in Carriage Services in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Carriage Services position peaked at $1.44K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.