Pathstone Holdings’s Carriage Services CSV Stock Holding History

Pathstone Holdings’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	$394K	Buy	+10,289	New	+$451K	﹤0.01%	1989

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

Pathstone Holdings's CSV Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Carriage Services (CSV) in Q2 2026: 10,289 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #1989 among its holdings.

158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Pathstone Holdings held 10,289 shares of Carriage Services worth $394K as of Q2 2026.
Carriage Services was a new Pathstone Holdings position in Q2 2026.
Carriage Services made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1989 holding.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.