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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
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
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

Smartleaf Asset Management's CSV Position: Q1 2026 in Review

Smartleaf Asset Management held its Carriage Services (CSV) position steady in Q1 2026 at 186 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Smartleaf Asset Management first reported a position in CSV in Q3 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Smartleaf Asset Management held 186 shares of Carriage Services worth $8.35K as of Q1 2026.
  • Smartleaf Asset Management left its Carriage Services share count unchanged in Q1 2026.
  • Carriage Services made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2418 holding.
  • Smartleaf Asset Management first reported a position in Carriage Services in Q3 2024 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.