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Carriage Services CSV Preneed Funeral 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 |
|---|---|---|---|---|---|
| Equity | 1 | 9,382 | 7 | (1,165) | 8,224 |
| Fixed income | 2 | 37,746 | 79 | (321) | 37,504 |
| Other investments | 2 | 1,692 | — | — | 1,692 |
| Alternative investments | 31,545 | 379 | (153) | 31,771 | |
| Trust securities | $115,938 | $3,180 | $(3,285) | $115,833 | |
| Accrued investment income | $546 | $546 | |||
| Preneed cemetery trust investments | $116,379 | ||||
| Market value as a percentage of cost | 99.9% |
Item 1.Financial Statements.
FAQ
- What is Carriage Services's preneed funeral trust investments — unrealized gains?
- Carriage Services (CSV) reported preneed funeral trust investments — unrealized gains of $3.18M in Q2 2026.
- How has Carriage Services's preneed funeral trust investments — unrealized gains changed year-over-year?
- Carriage Services's preneed funeral trust investments — unrealized gains increased by 62.0% year-over-year, from $1.96M to $3.18M.
- What is the long-term trend for Carriage Services's preneed funeral trust investments — unrealized gains?
- Over 3 years (2022 to 2025), Carriage Services's preneed funeral trust investments — unrealized gains has grown at a -15.7% compound annual growth rate (CAGR), from $24.11M to $14.47M.
- What does preneed funeral trust investments — unrealized gains mean?
- This reflects the appreciation in the value of investment securities held in the trust that have not yet been sold. It indicates the current market performance of the investment portfolio relative to its original cost basis.
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