CFS
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Commonwealth Financial Services’s Carriage Services CSV Stock Holding History

Commonwealth Financial Services’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 		– Sell
-5,332
Closed -$243K – 321
2026
Q1 		$243K Buy
+5,332
New +$232K 0.04% 223

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LTAS
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YIH
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BCG
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PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SIC
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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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Commonwealth Financial Services's CSV Position: Q2 2026 in Review

Commonwealth Financial Services sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 5,332 shares — an estimated $243K sold.

Commonwealth Financial Services first reported a position in CSV in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 10 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Commonwealth Financial Services reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 5,332 Carriage Services shares in Q2 2026, an estimated $243K.
  • Commonwealth Financial Services first reported a position in Carriage Services in Q1 2026 and held it in 1 quarter.
  • Commonwealth Financial Services's Carriage Services position peaked at $243K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.