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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
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 $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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
IA
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

Linden Thomas Advisory Services's CSV Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Carriage Services (CSV) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 47,230 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #242.

Linden Thomas Advisory Services first reported a position in CSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q1 2026. 17 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Linden Thomas Advisory Services held 47,230 shares of Carriage Services worth $1.81M as of Q2 2026.
  • Linden Thomas Advisory Services bought 5,172 Carriage Services shares in Q2 2026, an estimated $227K.
  • Carriage Services made up 0.15% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #242 holding.
  • Linden Thomas Advisory Services first reported a position in Carriage Services in Q2 2023 and has held it in 13 quarters since.
  • Linden Thomas Advisory Services's Carriage Services position peaked at $1.92M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.