Position in CSV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,505,684
-$216,813 QoQ
Shares Held
32,976
-19.0% QoQ
Ownership
0.208%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $279,372,086 across 8 Personal Services names. CSV ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
1,376,924 | $113,609,996 | |
| 2 | ROL |
Rollins Inc
|
1,425,772 | $76,150,480 | |
| 3 | HRB |
H&R Block Inc
|
1,008,715 | $32,016,612 | |
| 4 | FTDR |
Frontdoor, Inc.
|
596,035 | $31,506,408 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
284,046 | $23,328,695 | |
| 6 | CSV |
Carriage Services Inc
This page
|
32,976 | $1,505,684 | |
| 7 | MED |
Medifast Inc
|
88,777 | $904,637 | |
| 8 | ANDG |
Andersen Group Inc.
|
12,852 | $349,574 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,505,684 | 32,976 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,722,497 | 40,721 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,554,531 | 34,902 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $2,399,472 | 52,459 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $882,220 | 22,767 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,484,411 | 37,250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,049,048 | 31,954 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,199,988 | 44,709 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,241,838 | 45,926 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $680,720 | 27,218 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $916,456 | 32,441 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,385,817 | 42,680 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $985,947 | 32,305 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $803,451 | 29,174 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $483,652 | 15,039 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $547,802 | 13,816 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $411,385 | 7,714 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $891,461 | 13,834 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $449,242 | 10,075 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $392,508 | 10,617 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,037,012 | 29,469 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $408,129 | 13,031 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $196,394 | 8,803 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $244,239 | 13,479 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $145,769 | 9,026 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||