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SBI Securities’s Carriage Services CSV Stock Holding History

SBI Securities’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 		$6.71K Buy
175
+170
+3,400% +$7.45K ﹤0.01% 2043
2026
Q1 		$228 Hold
5
– – ﹤0.01% 3173
2025
Q4 		$212 Sell
5
-2
-29% -$87 ﹤0.01% 3197
2025
Q3 		$312 Buy
7
+2
+40% +$90 ﹤0.01% 3168
2025
Q2 		$229 Hold
5
– – ﹤0.01% 3264
2025
Q1 		$194 Hold
5
– – ﹤0.01% 3232
2024
Q4 		$199 Buy
+5
New +$184 ﹤0.01% 3244

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

SBI Securities's CSV Position: Q2 2026 in Review

SBI Securities increased its Carriage Services (CSV) stake by 3,400% in Q2 2026, buying an estimated $7.45K and bringing the position to 175 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

SBI Securities first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • SBI Securities held 175 shares of Carriage Services worth $6.71K as of Q2 2026.
  • SBI Securities bought 170 Carriage Services shares in Q2 2026, an estimated $7.45K.
  • Carriage Services made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2043 holding.
  • SBI Securities first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.