PRINCIPAL FINANCIAL GROUP INC

Position in CSV — Carriage Services Inc

CIK 1126328 DES MOINES, IA

Position in CSV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$302,233

-$34,006 QoQ

Shares Held

7,883

+7.0% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $129,741,701 across 6 Personal Services names. CSV ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	711,299	$54,030,271
2	FTDR	Frontdoor, Inc.	390,520	$30,300,446
3	BFAM	Bright Horizons Family Solutions Inc.	253,742	$17,985,232
4	ROL	Rollins Inc	387,379	$16,169,199
5	HRB	H&R Block Inc	287,666	$10,954,320
6	CSV	Carriage Services Inc This page	7,883	$302,233

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,233	7,883	+7.0%	Shares	Defined	2026-08-04
2026-03-31	$336,239	7,364	-42.9%	Shares	Defined	2026-05-04
2025-12-31	$545,119	12,887	+41.7%	Shares	Defined	2026-02-02
2025-09-30	$405,180	9,097	+40.3%	Shares	Defined	2025-11-04
2025-06-30	$296,623	6,485	-16.3%	Shares	Defined	2025-08-08
2025-03-31	$300,157	7,746	+0.6%	Shares	Defined	2025-04-28
2024-12-31	$306,844	7,700	+8.8%	Shares	Defined	2025-01-31
2024-09-30	$232,304	7,076	-39.9%	Shares	Defined	2024-10-31
2022-06-30	$466,640	11,769	+6.6%	Shares	Defined	2022-08-10
2022-03-31	$588,603	11,037	-33.6%	Shares	Defined	2022-05-09
2021-12-31	$1,071,701	16,631	-19.3%	Shares	Defined	2022-02-09
2021-09-30	$918,955	20,609	-0.8%	Shares	Defined	2021-11-09
2021-06-30	$767,755	20,767	+203.9%	Shares	Defined	2021-08-10
2021-03-31	$240,488	6,834	—	Shares	Defined	2021-05-10
No filing history on record for this holder in this stock.