Parallel Advisors
CSV icon

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
Q3 		$717 Sell
23
-54
-70% -$1.92K ﹤0.01% 3839
2026
Q2 		$2.95K Sell
77
-378
-83% -$16.6K ﹤0.01% 3408
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Mendel Money Management
Mendel Money Management Northbrook, Illinois $277M AUM 27.66% 1-Year Est. Return

Parallel Advisors's CSV Position: Q3 2026 in Review

Parallel Advisors reduced its Carriage Services (CSV) stake by 70% in Q3 2026, selling an estimated $1.92K and leaving 23 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #3839.

Parallel Advisors first reported a position in CSV in Q4 2020 and has held it in 20 quarters since. The position peaked at $37.7K in Q4 2023. 40 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • Parallel Advisors held 23 shares of Carriage Services worth $717 as of Q3 2026.
  • Parallel Advisors sold 54 Carriage Services shares in Q3 2026, an estimated $1.92K.
  • Carriage Services made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3839 holding.
  • Parallel Advisors first reported a position in Carriage Services in Q4 2020 and has held it in 20 quarters since.
  • Parallel Advisors's Carriage Services position peaked at $37.7K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.