Principal Financial Group
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Principal Financial Group’s Carriage Services CSV Stock Holding History

Principal Financial Group’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 		$302K Buy
7,883
+519
+7% +$22.7K ﹤0.01% 2050
2026
Q1 		$336K Sell
7,364
-5,523
-43% -$240K ﹤0.01% 2060
2025
Q4 		$545K Buy
12,887
+3,790
+42% +$165K ﹤0.01% 2038
2025
Q3 		$405K Buy
9,097
+2,612
+40% +$118K ﹤0.01% 2090
2025
Q2 		$297K Sell
6,485
-1,261
-16% -$52.6K ﹤0.01% 2070
2025
Q1 		$300K Buy
7,746
+46
+0.6% +$1.83K ﹤0.01% 1992
2024
Q4 		$307K Buy
7,700
+624
+9% +$23K ﹤0.01% 2031
2024
Q3 		$232K Buy
+7,076
New +$219K ﹤0.01% 2074
2022
Q3 		– Sell
-11,769
Closed -$467K – 2511
2022
Q2 		$467K Buy
11,769
+732
+7% +$31.6K ﹤0.01% 2073
2022
Q1 		$589K Sell
11,037
-5,594
-34% -$295K ﹤0.01% 2080
2021
Q4 		$1.07M Sell
16,631
-3,978
-19% -$206K ﹤0.01% 1969
2021
Q3 		$919K Sell
20,609
-158
-0.8% -$6.39K ﹤0.01% 2025
2021
Q2 		$768K Buy
20,767
+13,933
+204% +$520K ﹤0.01% 2108
2021
Q1 		$240K Buy
+6,834
New +$237K ﹤0.01% 2337

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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

Principal Financial Group's CSV Position: Q2 2026 in Review

Principal Financial Group increased its Carriage Services (CSV) stake by 7% in Q2 2026, buying an estimated $22.7K and bringing the position to 7,883 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Principal Financial Group first reported a position in CSV in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Principal Financial Group held 7,883 shares of Carriage Services worth $302K as of Q2 2026.
  • Principal Financial Group bought 519 Carriage Services shares in Q2 2026, an estimated $22.7K.
  • Carriage Services made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2050 holding.
  • Principal Financial Group first reported a position in Carriage Services in Q1 2021 and has held it in 14 quarters since.
  • Principal Financial Group's Carriage Services position peaked at $1.07M in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.