Nisa Investment Advisors
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Nisa Investment Advisors’s Carriage Services CSV Stock Holding History

Nisa Investment 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 		$46.2K Buy
1,204
+1,000
+490% +$43.8K ﹤0.01% 1889
2026
Q1 		$9.31K Buy
204
+4
+2% +$174 ﹤0.01% 2264
2025
Q4 		$8.46K Buy
200
+148
+285% +$6.42K ﹤0.01% 2296
2025
Q3 		$2.32K Hold
52
– – ﹤0.01% 2591
2025
Q2 		$2.38K Hold
52
– – ﹤0.01% 2569
2025
Q1 		$2.02K Hold
52
– – ﹤0.01% 2465
2024
Q4 		$2.07K Hold
52
– – ﹤0.01% 2479
2024
Q3 		$1.71K Buy
52
+24
+86% +$742 ﹤0.01% 2434
2024
Q2 		$752 Buy
28
+7
+33% +$184 ﹤0.01% 2589
2024
Q1 		$568 Hold
21
– – ﹤0.01% 2479
2023
Q4 		$525 Hold
21
– – ﹤0.01% 2394
2023
Q3 		$593 Hold
21
– – ﹤0.01% 2491
2023
Q2 		$682 Hold
21
– – ﹤0.01% 2498
2023
Q1 		$1K Hold
21
– – ﹤0.01% 2367
2022
Q4 		$1K Buy
+21
New +$571 ﹤0.01% 2414

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Nisa Investment Advisors's CSV Position: Q2 2026 in Review

Nisa Investment Advisors increased its Carriage Services (CSV) stake by 490% in Q2 2026, buying an estimated $43.8K and bringing the position to 1,204 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Nisa Investment Advisors first reported a position in CSV in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Nisa Investment Advisors held 1,204 shares of Carriage Services worth $46.2K as of Q2 2026.
  • Nisa Investment Advisors bought 1,000 Carriage Services shares in Q2 2026, an estimated $43.8K.
  • Carriage Services made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1889 holding.
  • Nisa Investment Advisors first reported a position in Carriage Services in Q4 2022 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.