Position in CSV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$492,093
+$256,671 QoQ
Shares Held
12,835
+148.9% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 157 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $155,588,419 across 9 Personal Services names. CSV ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,061,907 | $86,063,996 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
594,175 | $42,115,122 | |
| 3 | SCI |
Service Corp International
|
180,995 | $13,748,378 | |
| 4 | FTDR |
Frontdoor, Inc.
|
104,006 | $8,069,823 | |
| 5 | ANDG |
Andersen Group Inc.
|
69,801 | $2,632,893 | |
| 6 | HRB |
H&R Block Inc
|
64,143 | $2,442,564 | |
| 7 | CSV |
Carriage Services Inc
This page
|
12,835 | $492,093 | |
| 8 | MED |
Medifast Inc
|
2,217 | $23,522 |
All Filings in CSV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,093 | 12,835 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $235,422 | 5,156 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $712,120 | 16,835 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $446,512 | 10,025 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $620,462 | 13,565 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $492,589 | 12,712 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $322,147 | 8,084 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $164,642 | 5,015 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $128,107 | 4,773 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $109,349 | 4,044 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $95,837 | 3,832 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $85,201 | 3,016 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $186,019 | 5,729 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $91,406 | 2,995 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,116 | 440 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $49,043 | 1,525 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,480,687 | 37,344 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,402,870 | 82,559 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,894,217 | 75,950 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,728,188 | 106,037 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,277,019 | 88,640 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,937,941 | 83,488 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,834,349 | 58,568 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $859,826 | 38,540 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $776,259 | 42,840 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $496,903 | 30,768 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||