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Values First Advisors’s Carriage Services CSV Stock Holding History

Values First 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 		$657K Buy
14,398
+140
+1% +$6.09K 0.34% 81
2025
Q4 		$603K Sell
14,258
-2,961
-17% -$129K 0.31% 90
2025
Q3 		$767K Sell
17,219
-287
-2% -$13K 0.41% 70
2025
Q2 		$801K Buy
17,506
+81
+0.5% +$3.38K 0.44% 65
2025
Q1 		$675K Sell
17,425
-73
-0.4% -$2.9K 0.39% 64
2024
Q4 		$697K Buy
17,498
+270
+2% +$9.96K 0.38% 72
2024
Q3 		$566K Sell
17,228
-206
-1% -$6.37K 0.31% 84
2024
Q2 		$468K Buy
17,434
+22
+0.1% +$577 0.28% 89
2024
Q1 		$471K Buy
17,412
+316
+2% +$7.91K 0.28% 99
2023
Q4 		$428K Buy
17,096
+1,185
+7% +$27.9K 0.26% 111
2023
Q3 		$449K Sell
15,911
-54
-0.3% -$1.7K 0.29% 98
2023
Q2 		$518K Buy
15,965
+410
+3% +$11.5K 0.31% 92
2023
Q1 		$475K Buy
15,555
+459
+3% +$14.6K 0.3% 92
2022
Q4 		$416K Buy
15,096
+3
+0% +$82 0.29% 88
2022
Q3 		$485K Buy
15,093
+525
+4% +$19.6K 0.35% 86
2022
Q2 		$578K Sell
14,568
-988
-6% -$42.6K 0.41% 75
2022
Q1 		$830K Buy
15,556
+855
+6% +$45.1K 0.52% 58
2021
Q4 		$947K Sell
14,701
-749
-5% -$38.8K 0.56% 63
2021
Q3 		$689K Buy
15,450
+546
+4% +$22.1K 0.45% 71
2021
Q2 		$551K Sell
14,904
-242
-2% -$9.03K 0.37% 95
2021
Q1 		$533K Buy
15,146
+157
+1% +$5.45K 0.39% 87
2020
Q4 		$469K Sell
14,989
-245
-2% -$6.68K 0.37% 93
2020
Q3 		$340K Buy
15,234
+1,355
+10% +$28.5K 0.31% 107
2020
Q2 		$251K Sell
13,879
-286
-2% -$4.82K 0.25% 119
2020
Q1 		$229K Buy
14,165
+2,525
+22% +$54.6K 0.27% 106
2019
Q4 		$298K Buy
+11,640
New +$282K 0.29% 102

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

Values First Advisors's CSV Position: Q1 2026 in Review

Values First Advisors increased its Carriage Services (CSV) stake by 0.98% in Q1 2026, buying an estimated $6.09K and bringing the position to 14,398 shares worth $657K. The position accounts for 0.34% of the portfolio, ranked #81.

Values First Advisors first reported a position in CSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $947K in Q4 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Values First Advisors held 14,398 shares of Carriage Services worth $657K as of Q1 2026.
  • Values First Advisors bought 140 Carriage Services shares in Q1 2026, an estimated $6.09K.
  • Carriage Services made up 0.34% of Values First Advisors's portfolio in Q1 2026, its #81 holding.
  • Values First Advisors first reported a position in Carriage Services in Q4 2019 and has held it in 26 quarters since.
  • Values First Advisors's Carriage Services position peaked at $947K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.