UBS Group
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UBS Group’s Carriage Services CSV Stock Holding History

UBS Group’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
2015
Q1 		– Sell
-1,300
Closed -$27K – 8899
2014
Q4 		$27K Buy
+1,300
New +$25.1K ﹤0.01% 7218

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

UBS Group's CSV Position: Q2 2026 in Review

UBS Group reduced its Carriage Services (CSV) stake by 6.4% in Q2 2026, selling an estimated $59.3K and leaving 19,949 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #5944.

UBS Group first reported a position in CSV in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.58M in Q4 2021. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • UBS Group held 19,949 shares of Carriage Services worth $765K as of Q2 2026.
  • UBS Group sold 1,353 Carriage Services shares in Q2 2026, an estimated $59.3K.
  • Carriage Services made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5944 holding.
  • UBS Group first reported a position in Carriage Services in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Carriage Services position peaked at $8.58M in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.