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Sanctuary Advisors’s Carriage Services CSV Stock Holding History

Sanctuary Advisors’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
Q2 		– Sell
-15,216
Closed -$590K – 2366
2025
Q1 		$590K Sell
15,216
-12,683
-45% -$503K ﹤0.01% 1428
2024
Q4 		$1.16M Buy
+27,899
New +$1.03M 0.01% 1170

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 $3.38T AUM 44.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Sanctuary Advisors's CSV Position: Q2 2025 in Review

Sanctuary Advisors sold out of Carriage Services (CSV) in Q2 2025, closing a stake of 15,216 shares — an estimated $590K sold.

Sanctuary Advisors first reported a position in CSV in Q4 2024 and held it in 2 quarters. The position peaked at $1.16M in Q4 2024. 161 funds tracked by Wall St. Rank hold CSV as of Q2 2025.

  • Sanctuary Advisors reported no remaining Carriage Services position as of Q2 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 15,216 Carriage Services shares in Q2 2025, an estimated $590K.
  • Sanctuary Advisors first reported a position in Carriage Services in Q4 2024 and held it in 2 quarters.
  • Sanctuary Advisors's Carriage Services position peaked at $1.16M in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Carriage Services as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.