Rockefeller Capital Management L.P.
Position in CSV — Carriage Services Inc
CIK 1739439
NEW YORK, NY
Position in CSV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,268
-$2,343 QoQ
Shares Held
320
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 157 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $7,943,999 across 7 Personal Services names. CSV ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
95,508 | $7,254,785 | |
| 2 | ROL |
Rollins Inc
|
7,888 | $329,243 | |
| 3 | HRB |
H&R Block Inc
|
4,919 | $187,314 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,523 | $107,949 | |
| 5 | FTDR |
Frontdoor, Inc.
|
672 | $52,139 | |
| 6 | CSV |
Carriage Services Inc
This page
|
320 | $12,268 | |
| 7 | ANDG |
Andersen Group Inc.
|
8 | $301 |
All Filings in CSV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,268 | 320 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,611 | 320 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $13,536 | 320 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $14,252 | 320 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $8 | 320 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $30,552 | 950 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $37,667 | 950 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,065 | 320 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,508 | 520 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,295 | 500 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,485 | 500 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $17,595 | 500 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $15,660 | 500 | 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. | ||||||