Position in CSV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,221,036
+$282,005 QoQ
Shares Held
114,346
-2.1% QoQ
Ownership
0.720%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Bank of New York Mellon Corp holds $277,341,436 across 8 Personal Services names. CSV ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
1,150,461 | $94,924,531 | |
| 2 | ROL |
Rollins Inc
|
1,683,193 | $89,899,329 | |
| 3 | HRB |
H&R Block Inc
|
1,516,885 | $48,145,921 | |
| 4 | FTDR |
Frontdoor, Inc.
|
444,230 | $23,481,993 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
180,352 | $14,812,305 | |
| 6 | CSV |
Carriage Services Inc
This page
|
114,346 | $5,221,036 | |
| 7 | ANDG |
Andersen Group Inc.
|
18,636 | $506,898 | |
| 8 | MED |
Medifast Inc
|
34,291 | $349,423 |
All Filings in CSV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,221,036 | 114,346 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,939,031 | 116,762 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,200,667 | 116,764 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,547,665 | 121,287 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $4,471,477 | 115,393 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,764,384 | 119,558 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $4,429,225 | 134,914 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,791,471 | 141,262 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $3,452,033 | 127,664 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $3,240,870 | 129,583 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $4,233,515 | 149,859 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $4,828,547 | 148,708 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $4,602,934 | 150,817 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $4,219,650 | 153,219 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,881,085 | 89,586 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,441,618 | 86,800 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,307,614 | 99,524 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,512,607 | 116,583 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $6,322,370 | 141,789 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $4,992,353 | 135,038 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,209,034 | 148,026 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $2,309,440 | 103,516 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,992,112 | 109,940 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,865,211 | 115,493 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||