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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
Q2 		$2.95K Hold
77
– – ﹤0.01% 582
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 $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

J. Safra Asset Management's CSV Position: Q2 2026 in Review

J. Safra Asset Management held its Carriage Services (CSV) position steady in Q2 2026 at 77 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

J. Safra Asset Management first reported a position in CSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.9K in Q2 2025. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • J. Safra Asset Management held 77 shares of Carriage Services worth $2.95K as of Q2 2026.
  • J. Safra Asset Management left its Carriage Services share count unchanged in Q2 2026.
  • Carriage Services made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #582 holding.
  • J. Safra Asset Management first reported a position in Carriage Services in Q2 2025 and has held it in 5 quarters since.
  • J. Safra Asset Management's Carriage Services position peaked at $10.9K in Q2 2025.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.