Bessemer Group’s Carriage Services CSV Stock Holding History

Bessemer Group’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Hold	2	–	–	﹤0.01%	2529
2025 Q4	$0	Hold	2	–	–	﹤0.01%	2557
2025 Q3	$0	Sell	2 -3	-60%	-$136	﹤0.01%	2523
2025 Q2	$0	Hold	5	–	–	﹤0.01%	2431
2025 Q1	$0	Buy	+5	New	+$198	﹤0.01%	2489
2023 Q3	–	Sell	-21,935	Closed	-$712K	–	2192
2023 Q2	$712K	Hold	21,935	–	–	﹤0.01%	708
2023 Q1	$669K	Hold	21,935	–	–	﹤0.01%	675
2022 Q4	$604K	Buy	+21,935	New	+$596K	﹤0.01%	678
2020 Q3	–	Sell	-60,500	Closed	-$1.1M	–	1415
2020 Q2	$1.1M	Hold	60,500	–	–	﹤0.01%	746
2020 Q1	$977K	Buy	60,500 +200	+0.3%	+$4.32K	﹤0.01%	613
2019 Q4	$1.54M	Buy	60,300 +3,100	+5%	+$75.2K	0.01%	640
2019 Q3	$1.17M	Buy	57,200 +24,800	+77%	+$515K	﹤0.01%	659
2019 Q2	$616K	Sell	32,400 -20,500	-39%	-$391K	﹤0.01%	824
2019 Q1	$1.02M	Buy	52,900 +20,300	+62%	+$391K	﹤0.01%	628
2018 Q4	$505K	Buy	32,600 +8,300	+34%	+$145K	﹤0.01%	749
2018 Q3	$524K	Buy	24,300 +2,800	+13%	+$65.9K	﹤0.01%	759
2018 Q2	$528K	Buy	21,500 +18,100	+532%	+$471K	﹤0.01%	758
2018 Q1	$94K	Buy	+3,400	New	+$91.9K	﹤0.01%	1141

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group's CSV Position: Q1 2026 in Review

Bessemer Group held its Carriage Services (CSV) position steady in Q1 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Bessemer Group first reported a position in CSV in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2019. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Bessemer Group held 2 shares of Carriage Services worth $0 as of Q1 2026.
Bessemer Group left its Carriage Services share count unchanged in Q1 2026.
Carriage Services made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2529 holding.
Bessemer Group first reported a position in Carriage Services in Q1 2018 and has held it in 18 quarters since.
Bessemer Group's Carriage Services position peaked at $1.54M in Q4 2019.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.