Salem Investment Counselors’s Carriage Services CSV Stock Holding History

Salem Investment Counselors’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 Q3	–	Sell	-248	Closed	-$9.51K	–	572
2026 Q2	$9.51K	Hold	248	–	–	﹤0.01%	912
2026 Q1	$11.3K	Buy	+248	New	+$10.8K	﹤0.01%	857
2025 Q4	–	Sell	-248	Closed	-$11K	–	560
2025 Q3	$11K	Hold	248	–	–	﹤0.01%	868
2025 Q2	$11.3K	Hold	248	–	–	﹤0.01%	834
2025 Q1	$9.61K	Hold	248	–	–	﹤0.01%	842
2024 Q4	$9.88K	Hold	248	–	–	﹤0.01%	839
2024 Q3	$8.14K	Hold	248	–	–	﹤0.01%	859
2024 Q2	$6.66K	Hold	248	–	–	﹤0.01%	881
2024 Q1	$6.71K	Hold	248	–	–	﹤0.01%	890
2023 Q4	$6.2K	Hold	248	–	–	﹤0.01%	877
2023 Q3	$7.01K	Hold	248	–	–	﹤0.01%	852
2023 Q2	$8.05K	Hold	248	–	–	﹤0.01%	860
2023 Q1	$7.57K	Hold	248	–	–	﹤0.01%	859
2022 Q4	$6.83K	Hold	248	–	–	﹤0.01%	843
2022 Q3	$8K	Hold	248	–	–	﹤0.01%	785
2022 Q2	$10K	Hold	248	–	–	﹤0.01%	777
2022 Q1	$13K	Hold	248	–	–	﹤0.01%	710
2021 Q4	$16K	Hold	248	–	–	﹤0.01%	741
2021 Q3	$11K	Hold	248	–	–	﹤0.01%	744
2021 Q2	$9K	Hold	248	–	–	﹤0.01%	728
2021 Q1	$9K	Buy	+248	New	+$8.6K	﹤0.01%	687

Other funds holding CSV

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Salem Investment Counselors's CSV Position: Q3 2026 in Review

Salem Investment Counselors sold out of Carriage Services (CSV) in Q3 2026, closing a stake of 248 shares — an estimated $9.51K sold.

Salem Investment Counselors first reported a position in CSV in Q1 2021 and held it in 21 quarters. The position peaked at $16K in Q4 2021. 5 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

Salem Investment Counselors reported no remaining Carriage Services position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 248 Carriage Services shares in Q3 2026, an estimated $9.51K.
Salem Investment Counselors first reported a position in Carriage Services in Q1 2021 and held it in 21 quarters.
Salem Investment Counselors's Carriage Services position peaked at $16K in Q4 2021.
5 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.