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NewEdge Advisors’s Carriage Services CSV Stock Holding History

NewEdge 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
Q1 		$5.44K Buy
119
+112
+1,600% +$4.87K ﹤0.01% 3564
2025
Q4 		$296 Buy
+7
New +$304 ﹤0.01% 4114

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

NewEdge Advisors's CSV Position: Q1 2026 in Review

NewEdge Advisors increased its Carriage Services (CSV) stake by 1,600% in Q1 2026, buying an estimated $4.87K and bringing the position to 119 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

NewEdge Advisors first reported a position in CSV in Q4 2025 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • NewEdge Advisors held 119 shares of Carriage Services worth $5.44K as of Q1 2026.
  • NewEdge Advisors bought 112 Carriage Services shares in Q1 2026, an estimated $4.87K.
  • Carriage Services made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3564 holding.
  • NewEdge Advisors first reported a position in Carriage Services in Q4 2025 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.