Deroy & Devereaux Private Investment Counsel’s Carriage Services CSV Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$4.05M	Buy	105,535 +28,630	+37%	+$1.25M	0.17%	91
2026 Q1	$3.51M	Buy	76,905 +400	+0.5%	+$17.4K	0.17%	93
2025 Q4	$3.24M	Sell	76,505 -2,450	-3%	-$106K	0.16%	92
2025 Q3	$3.52M	Sell	78,955 -200	-0.3%	-$9.04K	0.18%	87
2025 Q2	$3.62M	Sell	79,155 -2,210	-3%	-$92.3K	0.2%	79
2025 Q1	$3.15M	Buy	81,365 +24,345	+43%	+$966K	0.18%	84
2024 Q4	$2.27M	Buy	+57,020	New	+$2.1M	0.13%	91

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's CSV Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel increased its Carriage Services (CSV) stake by 37% in Q2 2026, buying an estimated $1.25M and bringing the position to 105,535 shares worth $4.05M. The position accounts for 0.17% of the portfolio, ranked #91.

Deroy & Devereaux Private Investment Counsel first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 105,535 shares of Carriage Services worth $4.05M as of Q2 2026.
Deroy & Devereaux Private Investment Counsel bought 28,630 Carriage Services shares in Q2 2026, an estimated $1.25M.
Carriage Services made up 0.17% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #91 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.