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Carriage Services shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Carriage Services (CSV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Carriage Services

Tip: Access up to 7 years of quarterly data

All positions including Carriage Services held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carriage Services by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 46k 44.54
2025-06-30 $1.5M 32k 45.74

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Ishares Gold Tr Ishares New (IAU)
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Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Carriage Services

FMR
BlackRock
Vanguard Group
LSV Asset Management
Dimensional Fund Advisors
Renaissance Technologies
Ameriprise Financial
Geode Capital Management
State Street Corporation
De Lisle Partners
Robeco Investment Management
Punch & Associates Investment Management
Heartland Advisors
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Carriage Services