Panagora Asset Management’s Carriage Services CSV Stock Holding History

Panagora Asset Management’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	$1.77M	Buy	46,246 +24,319	+111%	+$1.07M	0.01%	658
2026 Q1	$1M	Buy	+21,927	New	+$954K	﹤0.01%	708
2021 Q4	–	Sell	-12,726	Closed	-$567K	–	1579
2021 Q3	$567K	Buy	12,726 +12,085	+1,885%	+$489K	﹤0.01%	1257
2021 Q2	$24K	Sell	641 -13,606	-96%	-$508K	﹤0.01%	2146
2021 Q1	$501K	Sell	14,247 -7,638	-35%	-$265K	﹤0.01%	1332
2020 Q4	$685K	Buy	21,885 +12,534	+134%	+$342K	﹤0.01%	1115
2020 Q3	$209K	Hold	9,351	–	–	﹤0.01%	1487
2020 Q2	$169K	Buy	+9,351	New	+$157K	﹤0.01%	1608
2016 Q4	–	Sell	-821	Closed	-$19K	–	2376
2016 Q3	$19K	Sell	821 -2,495	-75%	-$59.2K	﹤0.01%	2262
2016 Q2	$79K	Hold	3,316	–	–	﹤0.01%	1967
2016 Q1	$72K	Hold	3,316	–	–	﹤0.01%	1942
2015 Q4	$80K	Hold	3,316	–	–	﹤0.01%	1857
2015 Q3	$72K	Buy	+3,316	New	+$76K	﹤0.01%	1897
2015 Q1	–	Sell	-799	Closed	-$17K	–	2338
2014 Q4	$17K	Buy	+799	New	+$15.4K	﹤0.01%	2192

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

Panagora Asset Management's CSV Position: Q2 2026 in Review

Panagora Asset Management increased its Carriage Services (CSV) stake by 111% in Q2 2026, buying an estimated $1.07M and bringing the position to 46,246 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #658.

Panagora Asset Management first reported a position in CSV in Q4 2014 and has held it in 14 quarters since. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Panagora Asset Management held 46,246 shares of Carriage Services worth $1.77M as of Q2 2026.
Panagora Asset Management bought 24,319 Carriage Services shares in Q2 2026, an estimated $1.07M.
Carriage Services made up 0.01% of Panagora Asset Management's portfolio in Q2 2026, its #658 holding.
Panagora Asset Management first reported a position in Carriage Services in Q4 2014 and has held it in 14 quarters since.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.