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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Panagora Asset Management's CSV Position: Q1 2026 in Review

Panagora Asset Management opened a new position in Carriage Services (CSV) in Q1 2026: 21,927 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Panagora Asset Management previously reported a position in CSV as recently as Q3 2021.

Panagora Asset Management first reported a position in CSV in Q4 2014 and has held it in 13 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Panagora Asset Management held 21,927 shares of Carriage Services worth $1M as of Q1 2026.
Carriage Services was a new Panagora Asset Management position in Q1 2026.
Carriage Services made up ﹤0.01% of Panagora Asset Management's portfolio in Q1 2026, its #708 holding.
Panagora Asset Management first reported a position in Carriage Services in Q4 2014 and has held it in 13 quarters since.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Panagora Asset Management's 13F filing for Q1 2026, filed 14 May 2026.