Whittier Trust’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.4K | Hold |
600
| – | – | ﹤0.01% | 943 |
|
|
2025
Q4 | $25.5K | Hold |
600
| – | – | ﹤0.01% | 985 |
|
|
2025
Q3 | $28.7K | Hold |
600
| – | – | ﹤0.01% | 950 |
|
|
2025
Q2 | $27.4K | Hold |
600
| – | – | ﹤0.01% | 1059 |
|
|
2025
Q1 | $23.3K | Hold |
600
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q4 | $23.9K | Hold |
600
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q3 | $19.7K | Hold |
600
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q2 | $16.1K | Hold |
600
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q1 | $16.2K | Hold |
600
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q3 | $16.9K | Hold |
600
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q2 | $19.5K | Hold |
600
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q1 | $18.3K | Hold |
600
| – | – | ﹤0.01% | 1173 |
|
|
2022
Q4 | $16.5K | Hold |
600
| – | – | ﹤0.01% | 1191 |
|
|
2022
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q2 | $24K | Hold |
600
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q1 | $32K | Hold |
600
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q4 | $39K | Hold |
600
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q3 | $27K | Hold |
600
| – | – | ﹤0.01% | 1061 |
|
|
2021
Q2 | $22K | Hold |
600
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q1 | $21K | Sell |
600
-600
| -50% | -$20.8K | ﹤0.01% | 1115 |
|
|
2020
Q4 | $38K | Buy |
1,200
+600
| +100% | +$16.4K | ﹤0.01% | 909 |
|
|
2020
Q3 | $13K | Hold |
600
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q3 | $13K | Hold |
600
| – | – | ﹤0.01% | 1015 |
|
|
2018
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 970 |
|
|
2018
Q1 | $17K | Hold |
600
| – | – | ﹤0.01% | 965 |
|
|
2017
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 973 |
|
|
2017
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 954 |
|
|
2017
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 918 |
|
|
2017
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 928 |
|
|
2016
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 902 |
|
|
2016
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 928 |
|
|
2016
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 934 |
|
|
2016
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 934 |
|
|
2015
Q4 | $14K | Hold |
600
| – | – | ﹤0.01% | 915 |
|
|
2015
Q3 | $13K | Hold |
600
| – | – | ﹤0.01% | 912 |
|
|
2015
Q2 | $14K | Buy |
+600
| New | +$14.6K | ﹤0.01% | 964 |
|
Other funds holding CSV
VCM
Whittier Trust's CSV Position: Q1 2026 in Review
Whittier Trust held its Carriage Services (CSV) position steady in Q1 2026 at 600 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #943.
Whittier Trust first reported a position in CSV in Q2 2015 and has held it in 44 quarters since. The position peaked at $39K in Q4 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.
- Whittier Trust held 600 shares of Carriage Services worth $27.4K as of Q1 2026.
- Whittier Trust left its Carriage Services share count unchanged in Q1 2026.
- Carriage Services made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #943 holding.
- Whittier Trust first reported a position in Carriage Services in Q2 2015 and has held it in 44 quarters since.
- Whittier Trust's Carriage Services position peaked at $39K in Q4 2021.
- 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.