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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
Q2 		– Sell
-1
Closed -$46 – 674
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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

Twin Peaks Wealth Advisors's CSV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 1 share — an estimated $46 sold.

Twin Peaks Wealth Advisors first reported a position in CSV in Q2 2025 and held it in 2 quarters. The position peaked at $48 in Q2 2025. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Carriage Services share in Q2 2026, an estimated $46.
  • Twin Peaks Wealth Advisors first reported a position in Carriage Services in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Carriage Services position peaked at $48 in Q2 2025.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.