Parallel Advisors’s Carriage Services CSV Stock Holding History

Parallel Advisors’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	$20.8K	Buy	455 +447	+5,588%	+$19.4K	﹤0.01%	2467
2025 Q4	$338	Hold	8	–	–	﹤0.01%	3462
2025 Q3	$356	Hold	8	–	–	﹤0.01%	3370
2025 Q2	$366	Hold	8	–	–	﹤0.01%	3343
2025 Q1	$310	Hold	8	–	–	﹤0.01%	3320
2024 Q4	$319	Hold	8	–	–	﹤0.01%	3308
2024 Q3	$263	Hold	8	–	–	﹤0.01%	3257
2024 Q2	$215	Hold	8	–	–	﹤0.01%	3197
2024 Q1	$216	Sell	8 -1,500	-99%	-$37.6K	﹤0.01%	3141
2023 Q4	$37.7K	Buy	+1,508	New	+$35.5K	﹤0.01%	1579
2022 Q4	–	Sell	-41	Closed	-$1K	–	3386
2022 Q3	$1K	Sell	41 -91	-69%	-$3.4K	﹤0.01%	2873
2022 Q2	$5K	Sell	132 -11	-8%	-$475	﹤0.01%	2247
2022 Q1	$8K	Buy	143 +11	+8%	+$580	﹤0.01%	2108
2021 Q4	$9K	Hold	132	–	–	﹤0.01%	2145
2021 Q3	$6K	Hold	132	–	–	﹤0.01%	2278
2021 Q2	$5K	Hold	132	–	–	﹤0.01%	2280
2021 Q1	$5K	Hold	132	–	–	﹤0.01%	2174
2020 Q4	$4K	Buy	+132	New	+$3.6K	﹤0.01%	2082

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

Parallel Advisors's CSV Position: Q1 2026 in Review

Parallel Advisors increased its Carriage Services (CSV) stake by 5,588% in Q1 2026, buying an estimated $19.4K and bringing the position to 455 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Parallel Advisors first reported a position in CSV in Q4 2020 and has held it in 18 quarters since. The position peaked at $37.7K in Q4 2023. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Parallel Advisors held 455 shares of Carriage Services worth $20.8K as of Q1 2026.
Parallel Advisors bought 447 Carriage Services shares in Q1 2026, an estimated $19.4K.
Carriage Services made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2467 holding.
Parallel Advisors first reported a position in Carriage Services in Q4 2020 and has held it in 18 quarters since.
Parallel Advisors's Carriage Services position peaked at $37.7K in Q4 2023.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.