GI
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GAMMA Investing’s Carriage Services CSV Stock Holding History

GAMMA Investing’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 		$10.9K Buy
351
+234
+200% +$8.31K ﹤0.01% 3273
2026
Q2 		$4.49K Buy
117
+34
+41% +$1.49K ﹤0.01% 3513
2026
Q1 		$3.79K Sell
83
-10
-11% -$435 ﹤0.01% 3473
2025
Q4 		$3.93K Sell
93
-17
-15% -$738 ﹤0.01% 3381
2025
Q3 		$4.9K Buy
110
+14
+15% +$633 ﹤0.01% 3193
2025
Q2 		$4.39K Buy
96
+12
+14% +$501 ﹤0.01% 3174
2025
Q1 		$3.25K Buy
84
+45
+115% +$1.79K ﹤0.01% 3248
2024
Q4 		$1.55K Sell
39
-32
-45% -$1.18K ﹤0.01% 3293
2024
Q3 		$2.33K Buy
71
+61
+610% +$1.89K ﹤0.01% 3022
2024
Q2 		$268 Buy
+10
New +$262 ﹤0.01% 3288

Other funds holding CSV

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's CSV Position: Q3 2026 in Review

GAMMA Investing increased its Carriage Services (CSV) stake by 200% in Q3 2026, buying an estimated $8.31K and bringing the position to 351 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

GAMMA Investing first reported a position in CSV in Q2 2024 and has held it in 10 quarters since. 4 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • GAMMA Investing held 351 shares of Carriage Services worth $10.9K as of Q3 2026.
  • GAMMA Investing bought 234 Carriage Services shares in Q3 2026, an estimated $8.31K.
  • Carriage Services made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3273 holding.
  • GAMMA Investing first reported a position in Carriage Services in Q2 2024 and has held it in 10 quarters since.
  • 4 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.