James T. Borello
CSV icon

James T. Borello’s Carriage Services CSV Stock Holding History

James T. Borello’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
Q3 		– Sell
-3
Closed -$115 – 1291
2026
Q2 		$115 Buy
+3
New +$131 ﹤0.01% 1179

Other funds holding CSV

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello's CSV Position: Q3 2026 in Review

James T. Borello sold out of Carriage Services (CSV) in Q3 2026, closing a stake of 3 shares — an estimated $115 sold.

James T. Borello first reported a position in CSV in Q2 2026 and held it in 1 quarter. The position peaked at $115 in Q2 2026. 25 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • James T. Borello reported no remaining Carriage Services position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 3 Carriage Services shares in Q3 2026, an estimated $115.
  • James T. Borello first reported a position in Carriage Services in Q2 2026 and held it in 1 quarter.
  • James T. Borello's Carriage Services position peaked at $115 in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.