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WCG Wealth Advisors’s Carriage Services CSV Stock Holding History

WCG 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 		$583K Buy
+12,763
New +$555K 0.02% 443

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

WCG Wealth Advisors's CSV Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in Carriage Services (CSV) in Q1 2026: 12,763 shares worth $583K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings.

167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • WCG Wealth Advisors held 12,763 shares of Carriage Services worth $583K as of Q1 2026.
  • Carriage Services was a new WCG Wealth Advisors position in Q1 2026.
  • Carriage Services made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #443 holding.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.