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Carriage Services shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Carriage Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carriage Services by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 353 44.50
2025-06-30 $6.1k 134 45.75
2025-03-31 $388 10 38.80
2024-12-31 $238 6 39.83

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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