Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Carriage Services CSV Stock Holding History

Jacobs Levy Equity 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 		– Sell
-6,379
Closed -$291K – 976
2026
Q1 		$291K Sell
6,379
-531
-8% -$23.1K ﹤0.01% 886
2025
Q4 		$292K Sell
6,910
-18,646
-73% -$809K ﹤0.01% 861
2025
Q3 		$1.14M Sell
25,556
-51,727
-67% -$2.34M ﹤0.01% 691
2025
Q2 		$3.53M Sell
77,283
-1,566
-2% -$65.4K 0.01% 519
2025
Q1 		$3.06M Buy
78,849
+1,500
+2% +$59.5K 0.01% 567
2024
Q4 		$3.08M Sell
77,349
-4,889
-6% -$180K 0.01% 517
2024
Q3 		$2.7M Buy
82,238
+4,850
+6% +$150K 0.01% 544
2024
Q2 		$2.08M Sell
77,388
-1,034
-1% -$27.1K 0.01% 590
2024
Q1 		$2.12M Sell
78,422
-27,010
-26% -$676K 0.01% 588
2023
Q4 		$2.64M Sell
105,432
-42,416
-29% -$998K 0.01% 555
2023
Q3 		$4.18M Buy
147,848
+2,415
+2% +$76.1K 0.02% 409
2023
Q2 		$4.72M Sell
145,433
-11,528
-7% -$323K 0.03% 401
2023
Q1 		$4.79M Buy
156,961
+137,958
+726% +$4.38M 0.03% 407
2022
Q4 		$523K Buy
+19,003
New +$517K ﹤0.01% 784
2022
Q3 		– Sell
-34,734
Closed -$1.38M – 1037
2022
Q2 		$1.38M Sell
34,734
-12,840
-27% -$554K 0.01% 684
2022
Q1 		$2.54M Sell
47,574
-21,761
-31% -$1.15M 0.02% 577
2021
Q4 		$4.47M Sell
69,335
-22,379
-24% -$1.16M 0.03% 452
2021
Q3 		$4.09M Sell
91,714
-39,774
-30% -$1.61M 0.03% 476
2021
Q2 		$4.86M Buy
131,488
+63,303
+93% +$2.36M 0.03% 436
2021
Q1 		$2.4M Buy
+68,185
New +$2.37M 0.02% 562

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

Jacobs Levy Equity Management's CSV Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 6,379 shares — an estimated $291K sold.

Jacobs Levy Equity Management first reported a position in CSV in Q1 2021 and held it in 20 quarters. The position peaked at $4.86M in Q2 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,379 Carriage Services shares in Q2 2026, an estimated $291K.
  • Jacobs Levy Equity Management first reported a position in Carriage Services in Q1 2021 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Carriage Services position peaked at $4.86M in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.