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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
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
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

TSA Wealth Management's CSV Position: Q1 2026 in Review

TSA Wealth Management held its Carriage Services (CSV) position steady in Q1 2026 at 7,607 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #74.

TSA Wealth Management first reported a position in CSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $348K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • TSA Wealth Management held 7,607 shares of Carriage Services worth $347K as of Q1 2026.
  • TSA Wealth Management left its Carriage Services share count unchanged in Q1 2026.
  • Carriage Services made up 0.11% of TSA Wealth Management's portfolio in Q1 2026, its #74 holding.
  • TSA Wealth Management first reported a position in Carriage Services in Q1 2024 and has held it in 9 quarters since.
  • TSA Wealth Management's Carriage Services position peaked at $348K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.