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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
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

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Salem Investment Counselors's CSV Position: Q2 2026 in Review

Salem Investment Counselors held its Carriage Services (CSV) position steady in Q2 2026 at 248 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Salem Investment Counselors first reported a position in CSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $16K in Q4 2021. 18 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Salem Investment Counselors held 248 shares of Carriage Services worth $9.51K as of Q2 2026.
  • Salem Investment Counselors left its Carriage Services share count unchanged in Q2 2026.
  • Carriage Services made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #912 holding.
  • Salem Investment Counselors first reported a position in Carriage Services in Q1 2021 and has held it in 21 quarters since.
  • Salem Investment Counselors's Carriage Services position peaked at $16K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.