Position in CSV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$972,648
+$108,630 QoQ
Shares Held
21,302
+4.3% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026UBS Group AG holds $311,792,750 across 12 Personal Services names. CSV ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,216,226 | $118,368,629 | |
| 2 | SCI |
Service Corp International
|
1,014,965 | $83,744,760 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
845,093 | $69,407,487 | |
| 4 | HRB |
H&R Block Inc
|
934,695 | $29,667,218 | |
| 5 | FTDR |
Frontdoor, Inc.
|
127,612 | $6,745,568 | |
| 6 | ANDG |
Andersen Group Inc.
|
87,992 | $2,393,381 | |
| 7 | CSV |
Carriage Services Inc
This page
|
21,302 | $972,648 | |
| 8 | TRNR |
Interactive Strength, Inc.
|
27,784 | $266,448 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $972,648 | 21,302 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $864,018 | 20,426 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,405,292 | 54,003 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,518,978 | 33,209 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $371,999 | 9,600 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $483,181 | 12,125 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $551,280 | 16,792 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,109,538 | 41,339 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,040,769 | 38,490 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,405,136 | 56,183 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,453,349 | 51,446 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,186,182 | 98,127 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,722,651 | 187,505 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,126,300 | 222,451 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,467,795 | 138,924 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,855,234 | 147,673 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,553,713 | 141,641 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,578,703 | 133,127 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,811 | 848 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $105,253 | 2,847 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $259,490 | 7,374 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $242,447 | 7,741 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $27,262 | 1,222 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $120,371 | 6,643 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $172,061 | 10,654 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||