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Versant Capital Management’s Carriage Services CSV Stock Holding History

Versant Capital Management’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 		$6.52K Sell
170
-92
-35% -$4.03K ﹤0.01% 2367
2026
Q1 		$12K Buy
262
+97
+59% +$4.22K ﹤0.01% 2058
2025
Q4 		$6.98K Hold
165
– – ﹤0.01% 2127
2025
Q3 		$7.35K Hold
165
– – ﹤0.01% 2061
2025
Q2 		$7.55K Hold
165
– – ﹤0.01% 2010
2025
Q1 		$6.39K Hold
165
– – ﹤0.01% 1928
2024
Q4 		$6.58K Buy
+165
New +$6.09K ﹤0.01% 1621

Other funds holding CSV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Versant Capital Management's CSV Position: Q2 2026 in Review

Versant Capital Management reduced its Carriage Services (CSV) stake by 35% in Q2 2026, selling an estimated $4.03K and leaving 170 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Versant Capital Management first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $12K in Q1 2026. 10 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Versant Capital Management held 170 shares of Carriage Services worth $6.52K as of Q2 2026.
  • Versant Capital Management sold 92 Carriage Services shares in Q2 2026, an estimated $4.03K.
  • Carriage Services made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2367 holding.
  • Versant Capital Management first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
  • Versant Capital Management's Carriage Services position peaked at $12K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.