Position in CSV
as of Mar 31, 2026
· filed Jul 17, 2026
Position Value
$23,563,344
+$3,192,935 QoQ
Shares Held
516,061
+7.2% QoQ
Ownership
3.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $145,348,761 across 6 Personal Services names. CSV ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,110,979 | $59,337,386 | |
| 2 | CSV |
Carriage Services Inc
This page
|
516,061 | $23,563,344 | |
| 3 | SCI |
Service Corp International
|
250,868 | $20,699,118 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
241,301 | $19,818,049 | |
| 5 | FTDR |
Frontdoor, Inc.
|
207,453 | $10,965,964 | |
| 6 | HRB |
H&R Block Inc
|
345,460 | $10,964,900 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,563,344 | 516,061 | Shares | Defined | 2026-07-17 | |
| 2025-12-31 | $20,370,409 | 481,570 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,414,296 | 480,788 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,828,865 | 477,238 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,443,523 | 424,349 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $60,357,328 | 1,514,613 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $53,938,999 | 1,642,979 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,627,468 | 1,327,402 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,648,535 | 1,318,363 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,131,771 | 1,324,741 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $37,673,550 | 1,333,577 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $41,792,039 | 1,287,097 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,431,198 | 1,291,979 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $30,072,935 | 1,091,973 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $39,999,739 | 1,243,773 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,586,117 | 1,225,375 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $61,715,234 | 1,157,233 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $67,825,676 | 1,052,540 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $49,613,821 | 1,112,667 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $41,906,270 | 1,133,521 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $40,020,988 | 1,137,283 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,902,692 | 1,050,533 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $23,234,324 | 1,041,431 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,579,665 | 859,805 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,717,745 | 725,557 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||