Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Carriage Services CSV Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$13.5K Buy
351
+26
+8% +$1.14K ﹤0.01% 2247
2026
Q1 		$14.8K Buy
325
+10
+3% +$435 ﹤0.01% 2233
2025
Q4 		$13.3K Sell
315
-13
-4% -$564 ﹤0.01% 2283
2025
Q3 		$14.6K Sell
328
-25
-7% -$1.13K ﹤0.01% 2256
2025
Q2 		$16.1K Sell
353
-58
-14% -$2.42K ﹤0.01% 2234
2025
Q1 		$15.9K Sell
411
-22
-5% -$873 ﹤0.01% 2213
2024
Q4 		$17.3K Sell
433
-49
-10% -$1.81K ﹤0.01% 2233
2024
Q3 		$15.8K Buy
482
+6
+1% +$185 ﹤0.01% 2089
2024
Q2 		$12.8K Buy
476
+21
+5% +$551 ﹤0.01% 1906
2024
Q1 		$12.3K Buy
455
+29
+7% +$726 ﹤0.01% 1887
2023
Q4 		$10.7K Buy
426
+135
+46% +$3.18K ﹤0.01% 1938
2023
Q3 		$8K Buy
291
+96
+49% +$3.02K ﹤0.01% 1945
2023
Q2 		$6K Buy
195
+106
+119% +$2.97K ﹤0.01% 1956
2023
Q1 		$3K Buy
+89
New +$2.82K ﹤0.01% 1962
2021
Q3 		– Sell
-6,602
Closed -$244K – 1994
2021
Q2 		$244K Buy
+6,602
New +$246K ﹤0.01% 1465
2020
Q2 		– Sell
-6,500
Closed -$105K – 1919
2020
Q1 		$105K Sell
6,500
-11,300
-63% -$244K ﹤0.01% 1400
2019
Q4 		$456K Buy
+17,800
New +$432K ﹤0.01% 1264
2014
Q4 		– Sell
-29,451
Closed -$510K – 1778
2014
Q3 		$510K Buy
29,451
+3,852
+15% +$67.5K ﹤0.01% 1323
2014
Q2 		$439K Buy
25,599
+6,762
+36% +$117K ﹤0.01% 1350
2014
Q1 		$344K Buy
+18,837
New +$378K ﹤0.01% 1370

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

Ohio Public Employees Retirement System (OPERS)'s CSV Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its Carriage Services (CSV) stake by 8% in Q2 2026, buying an estimated $1.14K and bringing the position to 351 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Ohio Public Employees Retirement System (OPERS) first reported a position in CSV in Q1 2014 and has held it in 20 quarters since. The position peaked at $510K in Q3 2014. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Ohio Public Employees Retirement System (OPERS) held 351 shares of Carriage Services worth $13.5K as of Q2 2026.
  • Ohio Public Employees Retirement System (OPERS) bought 26 Carriage Services shares in Q2 2026, an estimated $1.14K.
  • Carriage Services made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #2247 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Carriage Services in Q1 2014 and has held it in 20 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Carriage Services position peaked at $510K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.