ZIM
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Zacks Investment Management’s Carriage Services CSV Stock Holding History

Zacks Investment Management’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 		– Sell
-7,334
Closed -$310K – 733
2025
Q4 		$310K Sell
7,334
-1,083
-13% -$47K ﹤0.01% 579
2025
Q3 		$375K Sell
8,417
-850
-9% -$38.4K ﹤0.01% 538
2025
Q2 		$424K Buy
9,267
+1,933
+26% +$80.7K ﹤0.01% 510
2025
Q1 		$284K Sell
7,334
-946
-11% -$37.6K ﹤0.01% 561
2024
Q4 		$330K Sell
8,280
-1,220
-13% -$45K ﹤0.01% 536
2024
Q3 		$312K Buy
+9,500
New +$294K ﹤0.01% 550
2015
Q3 		– Sell
-8,462
Closed -$202K – 601
2015
Q2 		$202K Buy
+8,462
New +$206K 0.01% 596

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zacks Investment Management's CSV Position: Q1 2026 in Review

Zacks Investment Management sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 7,334 shares — an estimated $310K sold.

Zacks Investment Management first reported a position in CSV in Q2 2015 and held it in 7 quarters. The position peaked at $424K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Zacks Investment Management reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 7,334 Carriage Services shares in Q1 2026, an estimated $310K.
  • Zacks Investment Management first reported a position in Carriage Services in Q2 2015 and held it in 7 quarters.
  • Zacks Investment Management's Carriage Services position peaked at $424K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.