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Rothschild Investment LLC’s Carriage Services CSV Stock Holding History

Rothschild Investment LLC’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 		$422 Sell
11
-5
-31% -$219 ﹤0.01% 3302
2026
Q1 		$731 Hold
16
– – ﹤0.01% 2995
2025
Q4 		$677 Sell
16
-14
-47% -$608 ﹤0.01% 2822
2025
Q3 		$1.34K Sell
30
-5
-14% -$226 ﹤0.01% 2457
2025
Q2 		$1.6K Buy
35
+20
+133% +$835 ﹤0.01% 2203
2025
Q1 		$581 Buy
15
+5
+50% +$198 ﹤0.01% 2574
2024
Q4 		$399 Hold
10
– – ﹤0.01% 2617
2024
Q3 		$328 Buy
+10
New +$309 ﹤0.01% 2589

Other funds holding CSV

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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
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

Rothschild Investment LLC's CSV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Carriage Services (CSV) stake by 31% in Q2 2026, selling an estimated $219 and leaving 11 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Rothschild Investment LLC first reported a position in CSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6K in Q2 2025. 49 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Rothschild Investment LLC held 11 shares of Carriage Services worth $422 as of Q2 2026.
  • Rothschild Investment LLC sold 5 Carriage Services shares in Q2 2026, an estimated $219.
  • Carriage Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3302 holding.
  • Rothschild Investment LLC first reported a position in Carriage Services in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Carriage Services position peaked at $1.6K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.