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Palouse Capital Management’s Carriage Services CSV Stock Holding History

Palouse Capital 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 		$63.2K Sell
1,649
-115
-7% -$5.04K 0.04% 107
2026
Q1 		$80.5K Sell
1,764
-272
-13% -$11.8K 0.05% 101
2025
Q4 		$86.1K Sell
2,036
-118
-5% -$5.12K 0.06% 96
2025
Q3 		$95.9K Sell
2,154
-1,728
-45% -$78.1K 0.06% 98
2025
Q2 		$178K Hold
3,882
– – 0.12% 70
2025
Q1 		$150K Sell
3,882
-50
-1% -$1.99K 0.1% 77
2024
Q4 		$157K Hold
3,932
– – 0.1% 78
2024
Q3 		$129K Hold
3,932
– – 0.08% 87
2024
Q2 		$106K Hold
3,932
– – 0.07% 91
2024
Q1 		$106K Buy
+3,932
New +$98.4K 0.07% 94
2018
Q4 		– Sell
-11,153
Closed -$240K – 99
2018
Q3 		$240K Buy
11,153
+783
+8% +$18.4K 0.08% 94
2018
Q2 		$255K Buy
10,370
+865
+9% +$22.5K 0.09% 90
2018
Q1 		$263K Buy
9,505
+100
+1% +$2.7K 0.09% 81
2017
Q4 		$242K Sell
9,405
-286
-3% -$7.29K 0.08% 86
2017
Q3 		$248K Buy
9,691
+362
+4% +$9.05K 0.08% 89
2017
Q2 		$252K Sell
9,329
-389
-4% -$10.5K 0.09% 84
2017
Q1 		$264K Buy
9,718
+115
+1% +$3.08K 0.1% 79
2016
Q4 		$275K Sell
9,603
-110
-1% -$2.85K 0.11% 75
2016
Q3 		$230K Buy
+9,713
New +$230K 0.1% 81

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
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.35% 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

Palouse Capital Management's CSV Position: Q2 2026 in Review

Palouse Capital Management reduced its Carriage Services (CSV) stake by 6.5% in Q2 2026, selling an estimated $5.04K and leaving 1,649 shares worth $63.2K. The position accounts for 0.04% of the portfolio, ranked #107.

Palouse Capital Management first reported a position in CSV in Q3 2016 and has held it in 19 quarters since. The position peaked at $275K in Q4 2016. 30 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Palouse Capital Management held 1,649 shares of Carriage Services worth $63.2K as of Q2 2026.
  • Palouse Capital Management sold 115 Carriage Services shares in Q2 2026, an estimated $5.04K.
  • Carriage Services made up 0.04% of Palouse Capital Management's portfolio in Q2 2026, its #107 holding.
  • Palouse Capital Management first reported a position in Carriage Services in Q3 2016 and has held it in 19 quarters since.
  • Palouse Capital Management's Carriage Services position peaked at $275K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.