IFP Advisors’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.8K | Buy |
283
+10
| +4% | +$438 | ﹤0.01% | 3348 |
|
|
2026
Q1 | $12.5K | Buy |
273
+2
| +0.7% | +$87 | ﹤0.01% | 3049 |
|
|
2025
Q4 | $11.5K | Buy |
271
+1
| +0.4% | +$43 | ﹤0.01% | 2988 |
|
|
2025
Q3 | $12K | Buy |
270
+24
| +10% | +$1.08K | ﹤0.01% | 2814 |
|
|
2025
Q2 | $13.4K | Sell |
246
-27
| -10% | -$1.13K | ﹤0.01% | 2758 |
|
|
2025
Q1 | $10.6K | Hold |
273
| – | – | ﹤0.01% | 2561 |
|
|
2024
Q4 | $10.9K | Buy |
273
+3
| +1% | +$111 | ﹤0.01% | 2497 |
|
|
2024
Q3 | $8.86K | Hold |
270
| – | – | ﹤0.01% | 2469 |
|
|
2024
Q2 | $7.25K | Hold |
270
| – | – | ﹤0.01% | 2451 |
|
|
2024
Q1 | $7.3K | Hold |
270
| – | – | ﹤0.01% | 2345 |
|
|
2023
Q4 | $6.75K | Hold |
270
| – | – | ﹤0.01% | 2322 |
|
|
2023
Q3 | $7.63K | Hold |
270
| – | – | ﹤0.01% | 2363 |
|
|
2023
Q2 | $8.77K | Hold |
270
| – | – | ﹤0.01% | 2346 |
|
|
2023
Q1 | $6.64K | Hold |
270
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 3919 |
|
|
2022
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 3668 |
|
|
2022
Q1 | $6K | Hold |
270
| – | – | ﹤0.01% | 3668 |
|
|
2021
Q4 | $18K | Hold |
270
| – | – | ﹤0.01% | 1989 |
|
|
2021
Q3 | $12K | Hold |
270
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q2 | $10K | Hold |
270
| – | – | ﹤0.01% | 2199 |
|
|
2021
Q1 | $10K | Hold |
270
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q4 | $8K | Hold |
270
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q2 | $4K | Hold |
270
| – | – | ﹤0.01% | 2154 |
|
|
2020
Q1 | $4K | Hold |
270
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 2108 |
|
|
2019
Q3 | $6K | Buy |
+270
| New | +$5.6K | ﹤0.01% | 2271 |
|
|
2019
Q1 | – | Sell |
-270
| Closed | -$4K | – | 2558 |
|
|
2018
Q4 | $4K | Buy |
270
+135
| +100% | +$2.37K | ﹤0.01% | 2919 |
|
|
2018
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 3396 |
|
|
2018
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 3462 |
|
|
2018
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 3358 |
|
|
2017
Q4 | $3K | Sell |
135
-135
| -50% | -$3.44K | ﹤0.01% | 3408 |
|
|
2017
Q3 | $7K | Hold |
270
| – | – | ﹤0.01% | 3213 |
|
|
2017
Q2 | $7K | Hold |
270
| – | – | ﹤0.01% | 3218 |
|
|
2017
Q1 | $7K | Hold |
270
| – | – | ﹤0.01% | 3109 |
|
|
2016
Q4 | $8K | Hold |
270
| – | – | ﹤0.01% | 3019 |
|
|
2016
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 3125 |
|
|
2016
Q2 | $6K | Buy |
+270
| New | +$6.21K | ﹤0.01% | 3011 |
|
Other funds holding CSV
PAMP
IFP Advisors's CSV Position: Q2 2026 in Review
IFP Advisors increased its Carriage Services (CSV) stake by 3.7% in Q2 2026, buying an estimated $438 and bringing the position to 283 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.
IFP Advisors first reported a position in CSV in Q2 2016 and has held it in 39 quarters since. The position peaked at $18K in Q4 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.
- IFP Advisors held 283 shares of Carriage Services worth $10.8K as of Q2 2026.
- IFP Advisors bought 10 Carriage Services shares in Q2 2026, an estimated $438.
- Carriage Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3348 holding.
- IFP Advisors first reported a position in Carriage Services in Q2 2016 and has held it in 39 quarters since.
- IFP Advisors's Carriage Services position peaked at $18K in Q4 2021.
- 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.