Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s Carriage Services CSV Stock Holding History

Linden Thomas Advisory Services’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 		$1.58M Buy
50,783
+3,553
+8% +$126K 0.13% 273
2026
Q2 		$1.81M Buy
47,230
+5,172
+12% +$227K 0.15% 242
2026
Q1 		$1.92M Buy
42,058
+20,815
+98% +$906K 0.19% 203
2025
Q4 		$899K Buy
21,243
+727
+4% +$31.6K 0.09% 322
2025
Q3 		$914K Buy
20,516
+862
+4% +$39K 0.09% 312
2025
Q2 		$899K Sell
19,654
-10,992
-36% -$459K 0.1% 304
2025
Q1 		$1.19M Buy
30,646
+3,289
+12% +$131K 0.15% 233
2024
Q4 		$1.09M Buy
27,357
+5,093
+23% +$188K 0.14% 263
2024
Q3 		$731K Buy
22,264
+3,403
+18% +$105K 0.1% 321
2024
Q2 		$506K Buy
18,861
+1,727
+10% +$45.3K 0.08% 354
2024
Q1 		$463K Buy
17,134
+7,655
+81% +$192K 0.07% 349
2023
Q4 		$237K Buy
9,479
+1,675
+21% +$39.4K 0.04% 393
2023
Q3 		$220K Buy
7,804
+1,007
+15% +$31.7K 0.05% 371
2023
Q2 		$221K Buy
+6,797
New +$190K 0.05% 349

Other funds holding CSV

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Linden Thomas Advisory Services's CSV Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its Carriage Services (CSV) stake by 7.5% in Q3 2026, buying an estimated $126K and bringing the position to 50,783 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #273.

Linden Thomas Advisory Services first reported a position in CSV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.92M in Q1 2026. 24 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • Linden Thomas Advisory Services held 50,783 shares of Carriage Services worth $1.58M as of Q3 2026.
  • Linden Thomas Advisory Services bought 3,553 Carriage Services shares in Q3 2026, an estimated $126K.
  • Carriage Services made up 0.13% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #273 holding.
  • Linden Thomas Advisory Services first reported a position in Carriage Services in Q2 2023 and has held it in 14 quarters since.
  • Linden Thomas Advisory Services's Carriage Services position peaked at $1.92M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.