Position in CSV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,994,473
+$563,210 QoQ
Shares Held
109,384
+4.4% QoQ
Ownership
0.689%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $4,994,473 across 1 Personal Services name. CSV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSV |
Carriage Services Inc
This page
|
109,384 | $4,994,473 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,994,473 | 109,384 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,431,263 | 104,758 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,665,921 | 104,758 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $4,300,840 | 94,028 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,780,080 | 71,744 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,858,998 | 71,744 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,095,341 | 63,824 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,247,581 | 83,740 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,792,988 | 103,291 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,583,307 | 103,291 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,917,970 | 103,291 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,353,858 | 103,291 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,059,691 | 100,252 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,760,940 | 100,252 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,224,104 | 100,252 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,974,991 | 100,252 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,346,439 | 100,252 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,460,238 | 100,252 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,470,236 | 100,252 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,263,118 | 61,215 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,242,130 | 63,715 | Shares | Sole | 2021-06-02 | |
| 2020-12-31 | $1,995,553 | 63,715 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,421,481 | 63,715 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,154,515 | 63,715 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,028,997 | 63,715 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||