TSA Wealth Management’s Carriage Services CSV Stock Holding History

TSA Wealth 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	$292K	Hold	7,607	–	–	0.08%	93
2026 Q1	$347K	Hold	7,607	–	–	0.11%	74
2025 Q4	$322K	Hold	7,607	–	–	0.11%	71
2025 Q3	$339K	Hold	7,607	–	–	0.12%	64
2025 Q2	$348K	Hold	7,607	–	–	0.13%	59
2025 Q1	$295K	Hold	7,607	–	–	0.12%	64
2024 Q4	$303K	Hold	7,607	–	–	0.12%	53
2024 Q3	$250K	Hold	7,607	–	–	0.1%	55
2024 Q2	$204K	Hold	7,607	–	–	0.09%	65
2024 Q1	$206K	Buy	+7,607	New	+$190K	0.09%	57

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

TSA Wealth Management's CSV Position: Q2 2026 in Review

TSA Wealth Management held its Carriage Services (CSV) position steady in Q2 2026 at 7,607 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #93.

TSA Wealth Management first reported a position in CSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $348K in Q2 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

TSA Wealth Management held 7,607 shares of Carriage Services worth $292K as of Q2 2026.
TSA Wealth Management left its Carriage Services share count unchanged in Q2 2026.
Carriage Services made up 0.08% of TSA Wealth Management's portfolio in Q2 2026, its #93 holding.
TSA Wealth Management first reported a position in Carriage Services in Q1 2024 and has held it in 10 quarters since.
TSA Wealth Management's Carriage Services position peaked at $348K in Q2 2025.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.