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
Q3 		– Sell
-9,872
Closed -$378K – 3186
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott's CSV Position: Q3 2026 in Review

Janney Montgomery Scott sold out of Carriage Services (CSV) in Q3 2026, closing a stake of 9,872 shares — an estimated $378K sold.

Janney Montgomery Scott first reported a position in CSV in Q3 2023 and held it in 8 quarters. The position peaked at $454K in Q1 2026. 117 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • Janney Montgomery Scott reported no remaining Carriage Services position as of Q3 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,872 Carriage Services shares in Q3 2026, an estimated $378K.
  • Janney Montgomery Scott first reported a position in Carriage Services in Q3 2023 and held it in 8 quarters.
  • Janney Montgomery Scott's Carriage Services position peaked at $454K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.