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J. Safra Asset Management’s Carriage Services CSV Stock Holding History

J. Safra Asset Management’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 		$3.52K Buy
77
+36
+88% +$1.57K ﹤0.01% 531
2025
Q4 		$1.73K Hold
41
– – ﹤0.01% 593
2025
Q3 		$1.83K Sell
41
-198
-83% -$8.95K ﹤0.01% 423
2025
Q2 		$10.9K Buy
+239
New +$9.98K ﹤0.01% 295

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J. Safra Asset Management's CSV Position: Q1 2026 in Review

J. Safra Asset Management increased its Carriage Services (CSV) stake by 88% in Q1 2026, buying an estimated $1.57K and bringing the position to 77 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

J. Safra Asset Management first reported a position in CSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • J. Safra Asset Management held 77 shares of Carriage Services worth $3.52K as of Q1 2026.
  • J. Safra Asset Management bought 36 Carriage Services shares in Q1 2026, an estimated $1.57K.
  • Carriage Services made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #531 holding.
  • J. Safra Asset Management first reported a position in Carriage Services in Q2 2025 and has held it in 4 quarters since.
  • J. Safra Asset Management's Carriage Services position peaked at $10.9K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.