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R Squared’s Carriage Services CSV Stock Holding History

R Squared’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
Q1 		$793K Buy
17,375
+1,002
+6% +$43.6K 0.44% 43
2025
Q4 		$693K Buy
16,373
+1,099
+7% +$47.7K 0.32% 74
2025
Q3 		$680K Buy
15,274
+9,605
+169% +$434K 0.29% 89
2025
Q2 		$259K Buy
+5,669
New +$237K 0.14% 251
2025
Q1 		– Sell
-1,630
Closed -$65K – 579
2024
Q4 		$65K Buy
+1,630
New +$60.1K 0.06% 402

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

R Squared's CSV Position: Q1 2026 in Review

R Squared increased its Carriage Services (CSV) stake by 6.1% in Q1 2026, buying an estimated $43.6K and bringing the position to 17,375 shares worth $793K. The position accounts for 0.44% of the portfolio, ranked #43.

R Squared first reported a position in CSV in Q4 2024 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • R Squared held 17,375 shares of Carriage Services worth $793K as of Q1 2026.
  • R Squared bought 1,002 Carriage Services shares in Q1 2026, an estimated $43.6K.
  • Carriage Services made up 0.44% of R Squared's portfolio in Q1 2026, its #43 holding.
  • R Squared first reported a position in Carriage Services in Q4 2024 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.