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
Q3 		$5.54M Buy
177,696
+30,171
+20% +$1.07M ﹤0.01% 568
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

Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Mendel Money Management
Mendel Money Management Northbrook, Illinois $277M AUM 27.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Swedbank's CSV Position: Q3 2026 in Review

Swedbank increased its Carriage Services (CSV) stake by 20% in Q3 2026, buying an estimated $1.07M and bringing the position to 177,696 shares worth $5.54M. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Swedbank first reported a position in CSV in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.66M in Q2 2026. 32 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • Swedbank held 177,696 shares of Carriage Services worth $5.54M as of Q3 2026.
  • Swedbank bought 30,171 Carriage Services shares in Q3 2026, an estimated $1.07M.
  • Carriage Services made up ﹤0.01% of Swedbank's portfolio in Q3 2026, its #568 holding.
  • Swedbank first reported a position in Carriage Services in Q1 2026 and has held it in 3 quarters since.
  • Swedbank's Carriage Services position peaked at $5.66M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.