Position in CSV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$766
-$192 QoQ
Shares Held
20
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 157 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Allworth Financial LP holds $1,384,884 across 8 Personal Services names. CSV ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
14,168 | $539,517 | |
| 2 | SCI |
Service Corp International
|
3,322 | $252,339 | |
| 3 | ANDG |
Andersen Group Inc.
|
6,000 | $226,320 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,718 | $192,651 | |
| 5 | ROL |
Rollins Inc
|
3,660 | $152,768 | |
| 6 | FTDR |
Frontdoor, Inc.
|
193 | $14,974 | |
| 7 | MED |
Medifast Inc
|
523 | $5,549 | |
| 8 | CSV |
Carriage Services Inc
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|
20 | $766 |
All Filings in CSV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766 | 20 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $958 | 21 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $761 | 18 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,627 | 59 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,698 | 59 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $697 | 18 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $717 | 18 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $590 | 18 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||