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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Seizert Capital Partners's CSV Position: Q1 2026 in Review

Seizert Capital Partners increased its Carriage Services (CSV) stake by 0.65% in Q1 2026, buying an estimated $24.1K and bringing the position to 86,417 shares worth $3.95M. The position accounts for 0.18% of the portfolio, ranked #91.

Seizert Capital Partners first reported a position in CSV in Q4 2021 and has held it in 12 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Seizert Capital Partners held 86,417 shares of Carriage Services worth $3.95M as of Q1 2026.
Seizert Capital Partners bought 554 Carriage Services shares in Q1 2026, an estimated $24.1K.
Carriage Services made up 0.18% of Seizert Capital Partners's portfolio in Q1 2026, its #91 holding.
Seizert Capital Partners first reported a position in Carriage Services in Q4 2021 and has held it in 12 quarters since.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Seizert Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.