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Carriage Services CSV Perpetual Care Trust Investments — Unrealized Gains
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Where this comes from
Reported directly by Carriage Services in its filing.
Tagged under the XBRL concept us-gaap:AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax.
The source filing: Carriage Services’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 4:35 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001016281-26-000055
| Line item | Fair Value Hierarchy Level | Cost | Unrealized Gains | Unrealized Losses | Fair Market Value |
|---|---|---|---|---|---|
| Mutual funds: | |||||
| Equity | 1 | 9,386 | 120 | (1,054) | 8,452 |
| Fixed income | 2 | 40,564 | 90 | (330) | 40,324 |
| Alternative investments | 28,535 | 344 | (138) | 28,741 | |
| Trust securities | $98,156 | $3,010 | $(2,994) | $98,172 | |
| Accrued investment income | $600 | $600 | |||
| Preneed cemetery trust investments | $98,772 | ||||
| Market value as a percentage of cost | 100.0% |
Item 1.Financial Statements.
FAQ
- What is Carriage Services's perpetual care trust investments — unrealized gains?
- Carriage Services (CSV) reported perpetual care trust investments — unrealized gains of $3.01M in Q2 2026.
- How has Carriage Services's perpetual care trust investments — unrealized gains changed year-over-year?
- Carriage Services's perpetual care trust investments — unrealized gains increased by 55.2% year-over-year, from $1.94M to $3.01M.
- What is the long-term trend for Carriage Services's perpetual care trust investments — unrealized gains?
- Over 3 years (2022 to 2025), Carriage Services's perpetual care trust investments — unrealized gains has grown at a -14.9% compound annual growth rate (CAGR), from $18.69M to $11.52M.
- What does perpetual care trust investments — unrealized gains mean?
- This metric measures the appreciation in the market value of trust investments that have not yet been sold. It reflects the current paper profit of the portfolio based on market fluctuations. High unrealized gains indicate a strong investment strategy and potential future liquidity if assets are liquidated.
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