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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

BayBridge Capital Group's CSV Position: Q2 2026 in Review

BayBridge Capital Group increased its Carriage Services (CSV) stake by 23% in Q2 2026, buying an estimated $82.1K and bringing the position to 10,120 shares worth $388K. The position accounts for 0.2% of the portfolio, ranked #80.

BayBridge Capital Group first reported a position in CSV in Q1 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • BayBridge Capital Group held 10,120 shares of Carriage Services worth $388K as of Q2 2026.
  • BayBridge Capital Group bought 1,874 Carriage Services shares in Q2 2026, an estimated $82.1K.
  • Carriage Services made up 0.2% of BayBridge Capital Group's portfolio in Q2 2026, its #80 holding.
  • BayBridge Capital Group first reported a position in Carriage Services in Q1 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.