TRCT
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Tower Research Capital (TRC)’s Carriage Services CSV Stock Holding History

Tower Research Capital (TRC)’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 		$51.4K Buy
1,126
+82
+8% +$3.57K ﹤0.01% 2721
2025
Q4 		$44.2K Buy
1,044
+313
+43% +$13.6K ﹤0.01% 2514
2025
Q3 		$32.6K Sell
731
-1,019
-58% -$46.1K ﹤0.01% 2871
2025
Q2 		$80K Buy
1,750
+1,075
+159% +$44.9K ﹤0.01% 2563
2025
Q1 		$26.2K Buy
675
+256
+61% +$10.2K ﹤0.01% 2722
2024
Q4 		$16.7K Sell
419
-6,396
-94% -$236K ﹤0.01% 3343
2024
Q3 		$224K Buy
6,815
+3,873
+132% +$120K 0.01% 1532
2024
Q2 		$79K Buy
2,942
+2,798
+1,943% +$73.4K ﹤0.01% 2757
2024
Q1 		$3.89K Sell
144
-3,544
-96% -$88.7K ﹤0.01% 4774
2023
Q4 		$92.2K Buy
3,688
+897
+32% +$21.1K ﹤0.01% 2710
2023
Q3 		$78.8K Buy
2,791
+1,819
+187% +$57.3K ﹤0.01% 2160
2023
Q2 		$31.6K Buy
972
+144
+17% +$4.03K ﹤0.01% 2974
2023
Q1 		$25K Buy
828
+696
+527% +$22.1K ﹤0.01% 3194
2022
Q4 		$3K Sell
132
-1,275
-91% -$34.7K ﹤0.01% 5162
2022
Q3 		$45K Buy
1,407
+1,225
+673% +$45.8K ﹤0.01% 3251
2022
Q2 		$7K Sell
182
-661
-78% -$28.5K ﹤0.01% 4779
2022
Q1 		$45K Sell
843
-2,165
-72% -$114K ﹤0.01% 2816
2021
Q4 		$194K Buy
3,008
+2,414
+406% +$125K ﹤0.01% 1794
2021
Q3 		$26K Sell
594
-57
-9% -$2.31K ﹤0.01% 3475
2021
Q2 		$24K Sell
651
-5,717
-90% -$213K ﹤0.01% 3718
2021
Q1 		$225K Sell
6,368
-1,540
-19% -$53.4K ﹤0.01% 1907
2020
Q4 		$248K Sell
7,908
-12,454
-61% -$339K 0.01% 1550
2020
Q3 		$454K Buy
20,362
+15,602
+328% +$328K 0.01% 1784
2020
Q2 		$86K Buy
4,760
+4,100
+621% +$69K ﹤0.01% 2598
2020
Q1 		$11K Buy
660
+51
+8% +$1.1K ﹤0.01% 1966
2019
Q4 		$16K Sell
609
-416
-41% -$10.1K ﹤0.01% 2056
2019
Q3 		$21K Buy
+1,025
New +$21.3K ﹤0.01% 2436
2019
Q1 		– Sell
-4,440
Closed -$69K – 3855
2018
Q4 		$69K Sell
4,440
-4,936
-53% -$86.5K 0.01% 1128
2018
Q3 		$202K Buy
9,376
+8,953
+2,117% +$211K 0.01% 959
2018
Q2 		$10K Buy
+423
New +$11K ﹤0.01% 2777
2017
Q4 		– Sell
-2,136
Closed -$55K – 3585
2017
Q3 		$55K Buy
+2,136
New +$53.4K ﹤0.01% 1865
2017
Q2 		– Sell
-218
Closed -$6K – 2812
2017
Q1 		$6K Buy
+218
New +$5.84K ﹤0.01% 2081
2016
Q4 		– Sell
-634
Closed -$15K – 3883
2016
Q3 		$15K Buy
+634
New +$15K ﹤0.01% 1781
2016
Q1 		– Sell
-818
Closed -$20K – 4228
2015
Q4 		$20K Buy
818
+565
+223% +$13.2K ﹤0.01% 1285
2015
Q3 		$5K Buy
253
+56
+28% +$1.28K ﹤0.01% 2778
2015
Q2 		$5K Sell
197
-2,761
-93% -$67.1K ﹤0.01% 3232
2015
Q1 		$70K Buy
2,958
+2,810
+1,899% +$63.6K 0.01% 1197
2014
Q4 		$3K Sell
148
-577
-80% -$11.1K ﹤0.01% 3077
2014
Q3 		$13K Sell
725
-763
-51% -$13.4K ﹤0.01% 2632
2014
Q2 		$25K Buy
1,488
+890
+149% +$15.3K ﹤0.01% 1704
2014
Q1 		$11K Sell
598
-74
-11% -$1.48K ﹤0.01% 2495
2013
Q4 		$13K Sell
672
-11
-2% -$209 ﹤0.01% 2730
2013
Q3 		$13K Sell
683
-2,156
-76% -$39.7K ﹤0.01% 3000
2013
Q2 		$48K Buy
+2,839
New +$51.7K ﹤0.01% 966

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

Tower Research Capital (TRC)'s CSV Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Carriage Services (CSV) stake by 7.9% in Q1 2026, buying an estimated $3.57K and bringing the position to 1,126 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Tower Research Capital (TRC) first reported a position in CSV in Q2 2013 and has held it in 44 quarters since. The position peaked at $454K in Q3 2020. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Tower Research Capital (TRC) held 1,126 shares of Carriage Services worth $51.4K as of Q1 2026.
  • Tower Research Capital (TRC) bought 82 Carriage Services shares in Q1 2026, an estimated $3.57K.
  • Carriage Services made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2721 holding.
  • Tower Research Capital (TRC) first reported a position in Carriage Services in Q2 2013 and has held it in 44 quarters since.
  • Tower Research Capital (TRC)'s Carriage Services position peaked at $454K in Q3 2020.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.