Old Point Trust & Financial Services N A’s Carriage Services CSV Stock Holding History

Old Point Trust & Financial Services N A’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	$11.5K	Hold	300	–	–	﹤0.01%	257
2026 Q1	$13.7K	Hold	300	–	–	﹤0.01%	247
2025 Q4	$12.7K	Hold	300	–	–	﹤0.01%	264
2025 Q3	$13.4K	Hold	300	–	–	﹤0.01%	249
2025 Q2	$13.7K	Hold	300	–	–	﹤0.01%	249
2025 Q1	$11.6K	Hold	300	–	–	﹤0.01%	276
2024 Q4	$12K	Hold	300	–	–	﹤0.01%	263
2024 Q3	$9.85K	Hold	300	–	–	﹤0.01%	253
2024 Q2	$8.05K	Hold	300	–	–	﹤0.01%	266
2024 Q1	$8.11K	Buy	+300	New	+$7.51K	﹤0.01%	299

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Old Point Trust & Financial Services N A's CSV Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Carriage Services (CSV) position steady in Q2 2026 at 300 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Old Point Trust & Financial Services N A first reported a position in CSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.7K in Q2 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Old Point Trust & Financial Services N A held 300 shares of Carriage Services worth $11.5K as of Q2 2026.
Old Point Trust & Financial Services N A left its Carriage Services share count unchanged in Q2 2026.
Carriage Services made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #257 holding.
Old Point Trust & Financial Services N A first reported a position in Carriage Services in Q1 2024 and has held it in 10 quarters since.
Old Point Trust & Financial Services N A's Carriage Services position peaked at $13.7K in Q2 2025.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.