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Twin Peaks Wealth Advisors’s Carriage Services CSV Stock Holding History

Twin Peaks Wealth Advisors’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 		$46 Buy
+1
New +$44 ﹤0.01% 2306
2025
Q3 		– Sell
-1
Closed -$48 – 598
2025
Q2 		$48 Buy
+1
New +$42 ﹤0.01% 2193

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

Twin Peaks Wealth Advisors's CSV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Carriage Services (CSV) in Q1 2026: 1 share worth $46. The stake represents ﹤0.01% of the portfolio and ranks #2306 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CSV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CSV in Q2 2025 and has held it in 2 quarters since. The position peaked at $48 in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1 share of Carriage Services worth $46 as of Q1 2026.
  • Carriage Services was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Carriage Services made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2306 holding.
  • Twin Peaks Wealth Advisors first reported a position in Carriage Services in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Carriage Services position peaked at $48 in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.