LSV Asset Management
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LSV Asset Management’s Carriage Services CSV Stock Holding History

LSV Asset Management’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 		$20.8M Sell
542,927
-3,800
-0.7% -$166K 0.04% 347
2026
Q1 		$25M Sell
546,727
-19,700
-3% -$857K 0.05% 295
2025
Q4 		$24M Sell
566,427
-42,690
-7% -$1.85M 0.05% 298
2025
Q3 		$27.1M Sell
609,117
-32,900
-5% -$1.49M 0.06% 284
2025
Q2 		$29.4M Sell
642,017
-6,400
-1% -$267K 0.07% 265
2025
Q1 		$25.1M Buy
648,417
+57,500
+10% +$2.28M 0.06% 282
2024
Q4 		$23.5M Buy
590,917
+65,358
+12% +$2.41M 0.05% 295
2024
Q3 		$17.3M Buy
525,559
+59,566
+13% +$1.84M 0.04% 341
2024
Q2 		$12.5M Hold
465,993
– – 0.03% 408
2024
Q1 		$12.6M Sell
465,993
-36,200
-7% -$906K 0.03% 403
2023
Q4 		$12.6M Sell
502,193
-16,000
-3% -$377K 0.03% 407
2023
Q3 		$14.6M Sell
518,193
-18,069
-3% -$569K 0.03% 372
2023
Q2 		$17.4M Buy
536,262
+57,330
+12% +$1.61M 0.04% 338
2023
Q1 		$14.6M Buy
478,932
+273,214
+133% +$8.67M 0.03% 355
2022
Q4 		$5.67M Buy
205,718
+54,338
+36% +$1.48M 0.01% 497
2022
Q3 		$4.87M Buy
151,380
+21,200
+16% +$792K 0.01% 509
2022
Q2 		$5.16M Buy
130,180
+32,800
+34% +$1.42M 0.01% 503
2022
Q1 		$5.19M Sell
97,380
-60,020
-38% -$3.17M 0.01% 519
2021
Q4 		$10.1M Sell
157,400
-221,193
-58% -$11.5M 0.02% 456
2021
Q3 		$16.9M Sell
378,593
-123,993
-25% -$5.02M 0.03% 387
2021
Q2 		$18.6M Buy
502,586
+57,802
+13% +$2.16M 0.03% 386
2021
Q1 		$15.7M Buy
444,784
+293,086
+193% +$10.2M 0.03% 414
2020
Q4 		$4.75M Buy
151,698
+45,298
+43% +$1.23M 0.01% 569
2020
Q3 		$2.37M Sell
106,400
-7,100
-6% -$149K ﹤0.01% 639
2020
Q2 		$2.06M Buy
113,500
+6,900
+6% +$116K ﹤0.01% 664
2020
Q1 		$1.72M Sell
106,600
-2,900
-3% -$62.7K ﹤0.01% 660
2019
Q4 		$2.8M Sell
109,500
-5,400
-5% -$131K ﹤0.01% 643
2019
Q3 		$2.35M Sell
114,900
-4,700
-4% -$97.5K ﹤0.01% 653
2019
Q2 		$2.27M Buy
119,600
+9,000
+8% +$172K ﹤0.01% 655
2019
Q1 		$2.13M Sell
110,600
-246,808
-69% -$4.76M ﹤0.01% 664
2018
Q4 		$5.54M Sell
357,408
-260,016
-42% -$4.56M 0.01% 557
2018
Q3 		$13.3M Sell
617,424
-63,952
-9% -$1.5M 0.02% 453
2018
Q2 		$16.7M Sell
681,376
-86,706
-11% -$2.26M 0.03% 409
2018
Q1 		$21.2M Sell
768,082
-17,494
-2% -$473K 0.03% 365
2017
Q4 		$20.2M Buy
785,576
+64,300
+9% +$1.64M 0.03% 382
2017
Q3 		$18.5M Sell
721,276
-26,600
-4% -$665K 0.03% 385
2017
Q2 		$20.2M Sell
747,876
-141,500
-16% -$3.8M 0.04% 361
2017
Q1 		$24.1M Buy
889,376
+27,700
+3% +$742K 0.04% 308
2016
Q4 		$24.7M Buy
861,676
+182,138
+27% +$4.72M 0.05% 317
2016
Q3 		$16.1M Buy
679,538
+593,418
+689% +$14.1M 0.03% 355
2016
Q2 		$2.04M Buy
+86,120
New +$1.98M ﹤0.01% 675

Other funds holding CSV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

LSV Asset Management's CSV Position: Q2 2026 in Review

LSV Asset Management reduced its Carriage Services (CSV) stake by 0.7% in Q2 2026, selling an estimated $166K and leaving 542,927 shares worth $20.8M. The position accounts for 0.04% of the portfolio, ranked #347.

LSV Asset Management first reported a position in CSV in Q2 2016 and has held it in 41 quarters since. The position peaked at $29.4M in Q2 2025. 61 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • LSV Asset Management held 542,927 shares of Carriage Services worth $20.8M as of Q2 2026.
  • LSV Asset Management sold 3,800 Carriage Services shares in Q2 2026, an estimated $166K.
  • Carriage Services made up 0.04% of LSV Asset Management's portfolio in Q2 2026, its #347 holding.
  • LSV Asset Management first reported a position in Carriage Services in Q2 2016 and has held it in 41 quarters since.
  • LSV Asset Management's Carriage Services position peaked at $29.4M in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.