State of Wyoming’s Carriage Services CSV Stock Holding History

State of Wyoming’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	$66.9K	Buy	+1,745	New	+$76.4K	0.01%	1605
2025 Q4	–	Sell	-1,318	Closed	-$58.7K	–	1863
2025 Q3	$58.7K	Sell	1,318 -6	-0.5%	-$271	0.01%	1518
2025 Q2	$60.6K	Sell	1,324 -1,457	-52%	-$60.8K	0.01%	1480
2025 Q1	$108K	Buy	+2,781	New	+$110K	0.01%	1148
2024 Q3	–	Sell	-1,587	Closed	-$42.6K	–	1723
2024 Q2	$42.6K	Buy	+1,587	New	+$41.6K	0.01%	1371
2022 Q4	–	Sell	-1,992	Closed	-$64K	–	1605
2022 Q3	$64K	Buy	+1,992	New	+$74.4K	0.03%	881
2022 Q1	–	Sell	-671	Closed	-$43K	–	1836
2021 Q4	$43K	Buy	+671	New	+$34.8K	0.02%	1177

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

State of Wyoming's CSV Position: Q2 2026 in Review

State of Wyoming opened a new position in Carriage Services (CSV) in Q2 2026: 1,745 shares worth $66.9K. The stake represents 0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: State of Wyoming previously reported a position in CSV as recently as Q3 2025.

State of Wyoming first reported a position in CSV in Q4 2021 and has held it in 7 quarters since. The position peaked at $108K in Q1 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

State of Wyoming held 1,745 shares of Carriage Services worth $66.9K as of Q2 2026.
Carriage Services was a new State of Wyoming position in Q2 2026.
Carriage Services made up 0.01% of State of Wyoming's portfolio in Q2 2026, its #1605 holding.
State of Wyoming first reported a position in Carriage Services in Q4 2021 and has held it in 7 quarters since.
State of Wyoming's Carriage Services position peaked at $108K in Q1 2025.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.