Essential Partners’s Carriage Services CSV Stock Holding History

Essential Partners’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	$1.71K	Buy	55 +45	+450%	+$1.6K	﹤0.01%	1978
2026 Q2	$383	Buy	10 +5	+100%	+$219	﹤0.01%	2528
2026 Q1	$228	Sell	5 -1	-17%	-$44	﹤0.01%	2585
2025 Q4	$254	Buy	6 +3	+100%	+$130	﹤0.01%	2381
2025 Q3	$134	Buy	3 +1	+50%	+$45	﹤0.01%	2461
2025 Q2	$91	Buy	+2	New	+$84	﹤0.01%	2078

Other funds holding CSV

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's CSV Position: Q3 2026 in Review

Essential Partners increased its Carriage Services (CSV) stake by 450% in Q3 2026, buying an estimated $1.6K and bringing the position to 55 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Essential Partners first reported a position in CSV in Q2 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

Essential Partners held 55 shares of Carriage Services worth $1.71K as of Q3 2026.
Essential Partners bought 45 Carriage Services shares in Q3 2026, an estimated $1.6K.
Carriage Services made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1978 holding.
Essential Partners first reported a position in Carriage Services in Q2 2025 and has held it in 6 quarters since.
8 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.