Position in CSV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$394,480
New position
Shares Held
10,289
first reported quarter
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 157 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Pathstone Holdings, LLC holds $11,301,487 across 6 Personal Services names. CSV ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
89,239 | $3,724,835 | |
| 2 | SCI |
Service Corp International
|
35,461 | $2,693,616 | |
| 3 | HRB |
H&R Block Inc
|
55,109 | $2,098,550 | |
| 4 | FTDR |
Frontdoor, Inc.
|
21,043 | $1,632,726 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
10,684 | $757,280 | |
| 6 | CSV |
Carriage Services Inc
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|
10,289 | $394,480 |
All Filings in CSV
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,480 | 10,289 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||