Smartleaf Asset Management’s Carriage Services CSV Stock Holding History

Smartleaf Asset Management’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	$7.18K	Hold	186	–	–	﹤0.01%	2520
2026 Q1	$8.35K	Hold	186	–	–	﹤0.01%	2418
2025 Q4	$8.02K	Buy	186 +132	+244%	+$5.73K	﹤0.01%	2483
2025 Q3	$2.44K	Buy	54 +5	+10%	+$226	﹤0.01%	2558
2025 Q2	$2.26K	Sell	49 -37	-43%	-$1.54K	﹤0.01%	2305
2025 Q1	$3.34K	Hold	86	–	–	﹤0.01%	2332
2024 Q4	$3.41K	Sell	86 -5	-5%	-$184	﹤0.01%	2375
2024 Q3	$2.99K	Buy	+91	New	+$2.81K	﹤0.01%	2339

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Smartleaf Asset Management's CSV Position: Q2 2026 in Review

Smartleaf Asset Management held its Carriage Services (CSV) position steady in Q2 2026 at 186 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Smartleaf Asset Management first reported a position in CSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.35K in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Smartleaf Asset Management held 186 shares of Carriage Services worth $7.18K as of Q2 2026.
Smartleaf Asset Management left its Carriage Services share count unchanged in Q2 2026.
Carriage Services made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2520 holding.
Smartleaf Asset Management first reported a position in Carriage Services in Q3 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Carriage Services position peaked at $8.35K in Q1 2026.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.