Seizert Capital Partners’s Carriage Services CSV Stock Holding History

Seizert Capital Partners’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	-93,720	Closed	-$3.59M	–	178
2026 Q2	$3.59M	Buy	93,720 +7,303	+8%	+$320K	0.15%	99
2026 Q1	$3.95M	Buy	86,417 +554	+0.6%	+$24.1K	0.18%	91
2025 Q4	$3.63M	Buy	85,863 +2,824	+3%	+$123K	0.15%	99
2025 Q3	$3.7M	Buy	83,039 +29,525	+55%	+$1.33M	0.16%	93
2025 Q2	$2.45M	Buy	+53,514	New	+$2.23M	0.11%	107
2023 Q4	–	Sell	-17,119	Closed	-$484K	–	175
2023 Q3	$484K	Sell	17,119 -2,101	-11%	-$66.2K	0.03%	127
2023 Q2	$624K	Sell	19,220 -1,318	-6%	-$36.9K	0.03%	125
2023 Q1	$627K	Sell	20,538 -4,836	-19%	-$153K	0.03%	128
2022 Q4	$699K	Buy	25,374 +7,709	+44%	+$210K	0.04%	139
2022 Q3	$568K	Buy	17,665 +7,096	+67%	+$265K	0.03%	142
2022 Q2	$419K	Hold	10,569	–	–	0.02%	176
2022 Q1	$564K	Hold	10,569	–	–	0.03%	167
2021 Q4	$681K	Buy	+10,569	New	+$547K	0.03%	157

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Seizert Capital Partners's CSV Position: Q3 2026 in Review

Seizert Capital Partners sold out of Carriage Services (CSV) in Q3 2026, closing a stake of 93,720 shares — an estimated $3.59M sold.

Seizert Capital Partners first reported a position in CSV in Q4 2021 and held it in 13 quarters. The position peaked at $3.95M in Q1 2026. 69 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

Seizert Capital Partners reported no remaining Carriage Services position as of Q3 2026 after selling out during the quarter.
Seizert Capital Partners sold 93,720 Carriage Services shares in Q3 2026, an estimated $3.59M.
Seizert Capital Partners first reported a position in Carriage Services in Q4 2021 and held it in 13 quarters.
Seizert Capital Partners's Carriage Services position peaked at $3.95M in Q1 2026.
69 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Seizert Capital Partners's 13F filing for Q3 2026, filed 30 Oct 2026.