LPL Financial’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 | $2.24M | Sell |
58,391
-5,370
| -8% | -$235K | ﹤0.01% | 3630 |
|
|
2026
Q1 | $2.91M | Buy |
63,761
+825
| +1% | +$35.9K | ﹤0.01% | 3158 |
|
|
2025
Q4 | $2.66M | Buy |
62,936
+2,973
| +5% | +$129K | ﹤0.01% | 3128 |
|
|
2025
Q3 | $2.67M | Sell |
59,963
-1,413
| -2% | -$63.9K | ﹤0.01% | 3044 |
|
|
2025
Q2 | $2.81M | Sell |
61,376
-74,517
| -55% | -$3.11M | ﹤0.01% | 2805 |
|
|
2025
Q1 | $5.27M | Buy |
135,893
+74,193
| +120% | +$2.95M | ﹤0.01% | 2107 |
|
|
2024
Q4 | $2.46M | Buy |
61,700
+3,030
| +5% | +$112K | ﹤0.01% | 2682 |
|
|
2024
Q3 | $1.93M | Buy |
58,670
+4,390
| +8% | +$136K | ﹤0.01% | 2763 |
|
|
2024
Q2 | $1.46M | Buy |
54,280
+373
| +0.7% | +$9.79K | ﹤0.01% | 2902 |
|
|
2024
Q1 | $1.46M | Sell |
53,907
-327
| -0.6% | -$8.19K | ﹤0.01% | 2845 |
|
|
2023
Q4 | $1.36M | Buy |
54,234
+10,548
| +24% | +$248K | ﹤0.01% | 2779 |
|
|
2023
Q3 | $1.23M | Buy |
43,686
+651
| +2% | +$20.5K | ﹤0.01% | 2720 |
|
|
2023
Q2 | $1.4M | Buy |
43,035
+85
| +0.2% | +$2.38K | ﹤0.01% | 2577 |
|
|
2023
Q1 | $1.31M | Buy |
+42,950
| New | +$1.36M | ﹤0.01% | 2526 |
|
|
2018
Q4 | – | Sell |
-12,960
| Closed | -$279K | – | 3108 |
|
|
2018
Q3 | $279K | Sell |
12,960
-2,116
| -14% | -$49.8K | ﹤0.01% | 2758 |
|
|
2018
Q2 | $370K | Buy |
15,076
+14
| +0.1% | +$364 | ﹤0.01% | 2457 |
|
|
2018
Q1 | $417K | Sell |
15,062
-798
| -5% | -$21.6K | ﹤0.01% | 2315 |
|
|
2017
Q4 | $408K | Sell |
15,860
-1,562
| -9% | -$39.8K | ﹤0.01% | 2227 |
|
|
2017
Q3 | $446K | Sell |
17,422
-2,209
| -11% | -$55.2K | ﹤0.01% | 2035 |
|
|
2017
Q2 | $529K | Sell |
19,631
-1,993
| -9% | -$53.5K | ﹤0.01% | 1836 |
|
|
2017
Q1 | $579K | Buy |
21,624
+139
| +0.6% | +$3.72K | ﹤0.01% | 1675 |
|
|
2016
Q4 | $613K | Sell |
21,485
-400
| -2% | -$10.4K | ﹤0.01% | 1561 |
|
|
2016
Q3 | $516K | Sell |
21,885
-663
| -3% | -$15.7K | ﹤0.01% | 1686 |
|
|
2016
Q2 | $529K | Sell |
22,548
-22,148
| -50% | -$509K | ﹤0.01% | 1621 |
|
|
2016
Q1 | $968K | Buy |
44,696
+3,820
| +9% | +$81.5K | ﹤0.01% | 1698 |
|
|
2015
Q4 | $960K | Buy |
40,876
+20,474
| +100% | +$478K | ﹤0.01% | 1714 |
|
|
2015
Q3 | $446K | Buy |
20,402
+1,900
| +10% | +$43.6K | ﹤0.01% | 1882 |
|
|
2015
Q2 | $443K | Hold |
18,502
| – | – | ﹤0.01% | 1995 |
|
|
2015
Q1 | $436K | Sell |
18,502
-5,243
| -22% | -$119K | ﹤0.01% | 1962 |
|
|
2014
Q4 | $497K | Sell |
23,745
-1,307
| -5% | -$25.2K | ﹤0.01% | 1777 |
|
|
2014
Q3 | $434K | Sell |
25,052
-310
| -1% | -$5.43K | ﹤0.01% | 1897 |
|
|
2014
Q2 | $434K | Buy |
25,362
+110
| +0.4% | +$1.9K | ﹤0.01% | 1905 |
|
|
2014
Q1 | $461K | Hold |
25,252
| – | – | ﹤0.01% | 1798 |
|
|
2013
Q4 | $493K | Sell |
25,252
-350
| -1% | -$6.65K | ﹤0.01% | 1738 |
|
|
2013
Q3 | $492K | Hold |
25,602
| – | – | ﹤0.01% | 1676 |
|
|
2013
Q2 | $434K | Buy |
+25,602
| New | +$467K | ﹤0.01% | 1661 |
|
Other funds holding CSV
PAMP
LPL Financial's CSV Position: Q2 2026 in Review
LPL Financial reduced its Carriage Services (CSV) stake by 8.4% in Q2 2026, selling an estimated $235K and leaving 58,391 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3630.
LPL Financial first reported a position in CSV in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.27M in Q1 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.
- LPL Financial held 58,391 shares of Carriage Services worth $2.24M as of Q2 2026.
- LPL Financial sold 5,370 Carriage Services shares in Q2 2026, an estimated $235K.
- Carriage Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3630 holding.
- LPL Financial first reported a position in Carriage Services in Q2 2013 and has held it in 36 quarters since.
- LPL Financial's Carriage Services position peaked at $5.27M in Q1 2025.
- 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.