Janney Montgomery Scott
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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
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
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

Janney Montgomery Scott's CSV Position: Q1 2026 in Review

Janney Montgomery Scott increased its Carriage Services (CSV) stake by 3.3% in Q1 2026, buying an estimated $14K and bringing the position to 9,939 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Janney Montgomery Scott first reported a position in CSV in Q3 2023 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Janney Montgomery Scott held 9,939 shares of Carriage Services worth $454K as of Q1 2026.
  • Janney Montgomery Scott bought 321 Carriage Services shares in Q1 2026, an estimated $14K.
  • Carriage Services made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2105 holding.
  • Janney Montgomery Scott first reported a position in Carriage Services in Q3 2023 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.