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 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

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

BCG

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 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

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

GAMMA Investing's CSV Position: Q2 2026 in Review

GAMMA Investing increased its Carriage Services (CSV) stake by 41% in Q2 2026, buying an estimated $1.49K and bringing the position to 117 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

GAMMA Investing first reported a position in CSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.9K in Q3 2025. 13 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

GAMMA Investing held 117 shares of Carriage Services worth $4.49K as of Q2 2026.
GAMMA Investing bought 34 Carriage Services shares in Q2 2026, an estimated $1.49K.
Carriage Services made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3513 holding.
GAMMA Investing first reported a position in Carriage Services in Q2 2024 and has held it in 9 quarters since.
GAMMA Investing's Carriage Services position peaked at $4.9K in Q3 2025.
13 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.