Prudential Financial
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Prudential Financial’s Carriage Services CSV Stock Holding History

Prudential Financial’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
2025
Q3 		– Sell
-11,245
Closed -$514K – 2446
2025
Q2 		$514K Buy
11,245
+330
+3% +$13.8K ﹤0.01% 1929
2025
Q1 		$423K Buy
+10,915
New +$433K ﹤0.01% 1893
2023
Q1 		– Sell
-13,185
Closed -$363K – 2614
2022
Q4 		$363K Buy
13,185
+4,475
+51% +$122K ﹤0.01% 2164
2022
Q3 		$350K Sell
8,710
-5
-0.1% -$187 ﹤0.01% 2236
2022
Q2 		$374K Sell
8,715
-90
-1% -$3.88K ﹤0.01% 2244
2022
Q1 		$469K Sell
8,805
-3,645
-29% -$192K ﹤0.01% 2229
2021
Q4 		$802K Sell
12,450
-2,391
-16% -$124K ﹤0.01% 1988
2021
Q3 		$662K Buy
14,841
+4,927
+50% +$199K ﹤0.01% 2023
2021
Q2 		$366K Buy
+9,914
New +$370K ﹤0.01% 2241
2020
Q3 		– Sell
-39,280
Closed -$711K – 2439
2020
Q2 		$711K Sell
39,280
-204,013
-84% -$3.44M ﹤0.01% 1792
2020
Q1 		$3.93M Sell
243,293
-35,834
-13% -$774K 0.01% 1016
2019
Q4 		$7.15M Buy
279,127
+158,413
+131% +$3.84M 0.01% 979
2019
Q3 		$2.47M Sell
120,714
-6,839
-5% -$142K ﹤0.01% 1485
2019
Q2 		$2.42M Buy
127,553
+41,382
+48% +$789K ﹤0.01% 1505
2019
Q1 		$1.66M Buy
+86,171
New +$1.66M ﹤0.01% 1678
2014
Q2 		– Sell
-10,500
Closed -$192K – 2430
2014
Q1 		$192K Buy
+10,500
New +$211K ﹤0.01% 2169

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Prudential Financial's CSV Position: Q3 2025 in Review

Prudential Financial sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 11,245 shares — an estimated $514K sold.

Prudential Financial first reported a position in CSV in Q1 2014 and held it in 16 quarters. The position peaked at $7.15M in Q4 2019. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • Prudential Financial reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
  • Prudential Financial sold 11,245 Carriage Services shares in Q3 2025, an estimated $514K.
  • Prudential Financial first reported a position in Carriage Services in Q1 2014 and held it in 16 quarters.
  • Prudential Financial's Carriage Services position peaked at $7.15M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on Prudential Financial's 13F filing for Q3 2025, filed 13 Nov 2025.