Janney Montgomery Scott’s Carriage Services CSV Stock Holding History

Janney Montgomery Scott’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	$378K	Sell	9,872 -67	-0.7%	-$2.94K	﹤0.01%	2573
2026 Q1	$454K	Buy	9,939 +321	+3%	+$14K	﹤0.01%	2105
2025 Q4	$407K	Sell	9,618 -529	-5%	-$23K	﹤0.01%	2351
2025 Q3	$452K	Buy	10,147 +642	+7%	+$29K	﹤0.01%	2212
2025 Q2	$435K	Buy	+9,505	New	+$397K	﹤0.01%	2104
2024 Q2	–	Sell	-12,815	Closed	-$347K	–	2644
2024 Q1	$347K	Sell	12,815 -1,400	-10%	-$35.1K	﹤0.01%	2242
2023 Q4	$356K	Buy	14,215 +4,500	+46%	+$106K	﹤0.01%	2123
2023 Q3	$274K	Buy	+9,715	New	+$306K	﹤0.01%	2187

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Janney Montgomery Scott's CSV Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Carriage Services (CSV) stake by 0.67% in Q2 2026, selling an estimated $2.94K and leaving 9,872 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Janney Montgomery Scott first reported a position in CSV in Q3 2023 and has held it in 8 quarters since. The position peaked at $454K in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Janney Montgomery Scott held 9,872 shares of Carriage Services worth $378K as of Q2 2026.
Janney Montgomery Scott sold 67 Carriage Services shares in Q2 2026, an estimated $2.94K.
Carriage Services made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2573 holding.
Janney Montgomery Scott first reported a position in Carriage Services in Q3 2023 and has held it in 8 quarters since.
Janney Montgomery Scott's Carriage Services position peaked at $454K in Q1 2026.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.