Position in CSV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$378,492
-$75,322 QoQ
Shares Held
9,872
-0.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 157 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Janney Montgomery Scott LLC holds $15,630,528 across 6 Personal Services names. CSV ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
112,164 | $4,681,725 | |
| 2 | HRB |
H&R Block Inc
|
108,500 | $4,131,680 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
45,030 | $3,191,726 | |
| 4 | FTDR |
Frontdoor, Inc.
|
21,201 | $1,644,985 | |
| 5 | SCI |
Service Corp International
|
21,089 | $1,601,920 | |
| 6 | CSV |
Carriage Services Inc
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|
9,872 | $378,492 |
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,492 | 9,872 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $453,814 | 9,939 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $406,841 | 9,618 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $451,947 | 10,147 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $434,758 | 9,505 | Shares | Sole | 2025-07-17 | |
| 2024-03-31 | $346,517 | 12,815 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $355,517 | 14,215 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $274,448 | 9,715 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||