Swedbank
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Swedbank’s Carriage Services CSV Stock Holding History

Swedbank’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 		$5.66M Buy
147,525
+65,325
+79% +$2.86M ﹤0.01% 574
2026
Q1 		$3.75M Buy
+82,200
New +$3.58M ﹤0.01% 585

Other funds holding CSV

DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Swedbank's CSV Position: Q2 2026 in Review

Swedbank increased its Carriage Services (CSV) stake by 79% in Q2 2026, buying an estimated $2.86M and bringing the position to 147,525 shares worth $5.66M. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Swedbank first reported a position in CSV in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Swedbank held 147,525 shares of Carriage Services worth $5.66M as of Q2 2026.
  • Swedbank bought 65,325 Carriage Services shares in Q2 2026, an estimated $2.86M.
  • Carriage Services made up ﹤0.01% of Swedbank's portfolio in Q2 2026, its #574 holding.
  • Swedbank first reported a position in Carriage Services in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.