Parvin Asset Management’s Carriage Services CSV Stock Holding History

Parvin 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	$735K	Sell	19,170 -550	-3%	-$24.1K	0.58%	64
2026 Q1	$900K	Buy	19,720 +2,295	+13%	+$99.8K	0.65%	53
2025 Q4	$737K	Hold	17,425	–	–	0.59%	60
2025 Q3	$776K	Sell	17,425 -50	-0.3%	-$2.26K	0.68%	47
2025 Q2	$799K	Hold	17,475	–	–	0.8%	45
2025 Q1	$677K	Sell	17,475 -4,000	-19%	-$159K	0.74%	48
2024 Q4	$856K	Buy	+21,475	New	+$792K	0.9%	32

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

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

Parvin Asset Management reduced its Carriage Services (CSV) stake by 2.8% in Q2 2026, selling an estimated $24.1K and leaving 19,170 shares worth $735K. The position accounts for 0.58% of the portfolio, ranked #64.

Parvin Asset Management first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $900K in Q1 2026. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Parvin Asset Management held 19,170 shares of Carriage Services worth $735K as of Q2 2026.
Parvin Asset Management sold 550 Carriage Services shares in Q2 2026, an estimated $24.1K.
Carriage Services made up 0.58% of Parvin Asset Management's portfolio in Q2 2026, its #64 holding.
Parvin Asset Management first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
Parvin Asset Management's Carriage Services position peaked at $900K in Q1 2026.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Parvin Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.