Position in CSV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,068
-$52,489 QoQ
Shares Held
6,079
-2.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 157 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $21,051,671 across 6 Personal Services names. CSV ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
302,752 | $11,528,795 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
67,411 | $4,778,090 | |
| 3 | SCI |
Service Corp International
|
35,475 | $2,694,679 | |
| 4 | ROL |
Rollins Inc
|
35,976 | $1,501,637 | |
| 5 | FTDR |
Frontdoor, Inc.
|
4,065 | $315,402 | |
| 6 | CSV |
Carriage Services Inc
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|
6,079 | $233,068 |
All Filings in CSV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,068 | 6,079 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $285,557 | 6,254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,344 | 6,202 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $279,310 | 6,271 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $277,092 | 6,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $239,010 | 6,168 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $256,952 | 6,448 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||