BayBridge Capital Group
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BayBridge Capital Group’s Carriage Services CSV Stock Holding History

BayBridge Capital Group’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
Q3 		$595K Buy
19,101
+8,981
+89% +$319K 0.31% 82
2026
Q2 		$388K Buy
10,120
+1,874
+23% +$82.1K 0.2% 80
2026
Q1 		$349K Hold
8,246
– – 0.22% 68
2025
Q4 		$349K Buy
8,246
+82
+1% +$3.56K 0.22% 68
2025
Q3 		$364K Sell
8,164
-147
-2% -$6.64K 0.23% 68
2025
Q2 		$380K Buy
8,311
+376
+5% +$15.7K 0.24% 73
2025
Q1 		$307K Buy
+7,935
New +$315K 0.22% 70

Other funds holding CSV

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BayBridge Capital Group's CSV Position: Q3 2026 in Review

BayBridge Capital Group increased its Carriage Services (CSV) stake by 89% in Q3 2026, buying an estimated $319K and bringing the position to 19,101 shares worth $595K. The position accounts for 0.31% of the portfolio, ranked #82.

BayBridge Capital Group first reported a position in CSV in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • BayBridge Capital Group held 19,101 shares of Carriage Services worth $595K as of Q3 2026.
  • BayBridge Capital Group bought 8,981 Carriage Services shares in Q3 2026, an estimated $319K.
  • Carriage Services made up 0.31% of BayBridge Capital Group's portfolio in Q3 2026, its #82 holding.
  • BayBridge Capital Group first reported a position in Carriage Services in Q1 2025 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on BayBridge Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.