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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
Q2 		$742K Buy
19,350
+6,587
+52% +$289K 0.02% 442
2026
Q1 		$583K Buy
+12,763
New +$555K 0.02% 443

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

WCG Wealth Advisors's CSV Position: Q2 2026 in Review

WCG Wealth Advisors increased its Carriage Services (CSV) stake by 52% in Q2 2026, buying an estimated $289K and bringing the position to 19,350 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #442.

WCG Wealth Advisors first reported a position in CSV in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • WCG Wealth Advisors held 19,350 shares of Carriage Services worth $742K as of Q2 2026.
  • WCG Wealth Advisors bought 6,587 Carriage Services shares in Q2 2026, an estimated $289K.
  • Carriage Services made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #442 holding.
  • WCG Wealth Advisors first reported a position in Carriage Services in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.