Rockefeller Capital Management L.P.

Position in CSV — Carriage Services Inc

CIK 1739439 NEW YORK, NY

Position in CSV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$14,611

+$1,075 QoQ

Shares Held

320

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Rockefeller Capital Management L.P. holds $8,983,458 across 7 Personal Services names. CSV ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	97,599	$8,052,891
2	ROL	Rollins Inc	9,509	$507,874
3	BFAM	Bright Horizons Family Solutions Inc.	2,522	$207,130
4	HRB	H&R Block Inc	4,227	$134,163
5	FTDR	Frontdoor, Inc.	1,262	$66,708
6	CSV	Carriage Services Inc This page	320	$14,611
7	ANDG	Andersen Group Inc.	3	$81

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,611	320	0.0%	Shares	Defined	2026-05-14
2025-12-31	$13,536	320	0.0%	Shares	Defined	2026-03-17
2025-09-30	$14,252	320	0.0%	Shares	Defined	2025-11-14
2022-12-31	$8,812	320	-66.3%	Shares	Defined	2023-03-06
2022-09-30	$30,552	950	0.0%	Shares	Defined	2022-11-02
2022-06-30	$37,667	950	+196.9%	Shares	Defined	2022-08-12
2022-03-31	$17,065	320	-38.5%	Shares	Defined	2022-05-13
2021-12-31	$33,508	520	+4.0%	Shares	Defined	2022-02-14
2021-09-30	$22,295	500	0.0%	Shares	Defined	2021-11-12
2021-06-30	$18,485	500	0.0%	Shares	Defined	2021-08-10
2021-03-31	$17,595	500	0.0%	Shares	Defined	2021-05-11
2020-12-31	$15,660	500	0.0%	Shares	Defined	2021-02-12
2020-09-30	$11,155	500	—	Shares	Defined	2020-11-13
No filing history on record for this holder in this stock.