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Carriage Services CSV Perpetual Care Trust Investments — Unrealized gains (losses), net
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Where this comes from
Reported directly by Carriage Services in its filing.
Tagged under the XBRL concept us-gaap:UnrealizedGainLossOnInvestments.
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 | Three months ended June 30, 2026 | Three months ended June 30, 2025 | Six months ended June 30, 2026 | Six months ended June 30, 2025 |
|---|---|---|---|---|
| Realized gains | $5 | $1,028 | 700 | 1,279 |
| Realized losses | (2) | (1,228) | $(173) | $(1,429) |
| Unrealized gains (losses), net | 257 | (901) | 16 | (213) |
| Net change in care trusts’ corpus | (260) | 1,101 | (543) | 363 |
| — | — | — | — |
Item 1.Financial Statements.
FAQ
- What is Carriage Services's perpetual care trust investments — unrealized gains (losses), net?
- Carriage Services (CSV) reported perpetual care trust investments — unrealized gains (losses), net of -$257K in Q2 2026.
- How has Carriage Services's perpetual care trust investments — unrealized gains (losses), net changed year-over-year?
- Carriage Services's perpetual care trust investments — unrealized gains (losses), net decreased by 128.5% year-over-year, from $901K to -$257K.
- What is the long-term trend for Carriage Services's perpetual care trust investments — unrealized gains (losses), net?
- Over 3 years (2021 to 2025), Carriage Services's perpetual care trust investments — unrealized gains (losses), net has grown at a -70.6% compound annual growth rate (CAGR), from -$4.42M to $112K.
- What does perpetual care trust investments — unrealized gains (losses), net mean?
- Represents the net change in the fair value of investment assets held within perpetual care trusts that has not yet been realized through a sale. This metric reflects market-driven fluctuations in the value of the underlying portfolio, providing insight into the unrealized performance of assets designated for long-term cemetery maintenance.
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