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Root Financial Partners’s Carriage Services CSV Stock Holding History

Root Financial Partners’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 		– Sell
-25
Closed -$1.14K – 1035
2026
Q1 		$1.14K Buy
+25
New +$1.09K ﹤0.01% 2559

Other funds holding CSV

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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

Root Financial Partners's CSV Position: Q2 2026 in Review

Root Financial Partners sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 25 shares — an estimated $1.14K sold.

Root Financial Partners first reported a position in CSV in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Root Financial Partners reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Carriage Services shares in Q2 2026, an estimated $1.14K.
  • Root Financial Partners first reported a position in Carriage Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Carriage Services position peaked at $1.14K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.