Sterling Capital Management’s Carriage Services CSV Stock Holding History

Sterling Capital 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	$3.95K	Buy	103 +11	+12%	+$482	﹤0.01%	2744
2026 Q1	$4.2K	Sell	92 -3	-3%	-$131	﹤0.01%	2803
2025 Q4	$4.02K	Buy	95 +61	+179%	+$2.65K	﹤0.01%	2947
2025 Q3	$1.51K	Hold	34	–	–	﹤0.01%	3020
2025 Q2	$1.55K	Sell	34 -36	-51%	-$1.5K	﹤0.01%	2983
2025 Q1	$2.71K	Sell	70 -54	-44%	-$2.14K	﹤0.01%	2466
2024 Q4	$4.94K	Buy	124 +103	+490%	+$3.8K	﹤0.01%	2473
2024 Q3	$689	Buy	+21	New	+$649	﹤0.01%	2723

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

Sterling Capital Management's CSV Position: Q2 2026 in Review

Sterling Capital Management increased its Carriage Services (CSV) stake by 12% in Q2 2026, buying an estimated $482 and bringing the position to 103 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Sterling Capital Management first reported a position in CSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.94K in Q4 2024. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Sterling Capital Management held 103 shares of Carriage Services worth $3.95K as of Q2 2026.
Sterling Capital Management bought 11 Carriage Services shares in Q2 2026, an estimated $482.
Carriage Services made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2744 holding.
Sterling Capital Management first reported a position in Carriage Services in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Carriage Services position peaked at $4.94K in Q4 2024.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.