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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
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
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

Old Point Trust & Financial Services N A's CSV Position: Q1 2026 in Review

Old Point Trust & Financial Services N A held its Carriage Services (CSV) position steady in Q1 2026 at 300 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Old Point Trust & Financial Services N A first reported a position in CSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.7K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Old Point Trust & Financial Services N A held 300 shares of Carriage Services worth $13.7K as of Q1 2026.
  • Old Point Trust & Financial Services N A left its Carriage Services share count unchanged in Q1 2026.
  • Carriage Services made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #247 holding.
  • Old Point Trust & Financial Services N A first reported a position in Carriage Services in Q1 2024 and has held it in 9 quarters since.
  • Old Point Trust & Financial Services N A's Carriage Services position peaked at $13.7K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.