Bessemer Group
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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
Q2 		– Sell
-2
Closed – – 2537
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Bessemer Group's CSV Position: Q2 2026 in Review

Bessemer Group sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 2 shares.

Bessemer Group first reported a position in CSV in Q1 2018 and held it in 18 quarters. The position peaked at $1.54M in Q4 2019. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Bessemer Group reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 2 Carriage Services shares in Q2 2026.
  • Bessemer Group first reported a position in Carriage Services in Q1 2018 and held it in 18 quarters.
  • Bessemer Group's Carriage Services position peaked at $1.54M in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.