JB Capital Partners’s Carriage Services CSV Stock Holding History

JB Capital Partners’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	$2.71M	Hold	71,007	–	–	0.42%	36
2026 Q1	$3.24M	Hold	71,007	–	–	0.56%	26
2025 Q4	$3M	Hold	71,007	–	–	0.52%	27
2025 Q3	$3.16M	Hold	71,007	–	–	0.54%	26
2025 Q2	$3.24M	Hold	71,007	–	–	0.6%	24
2025 Q1	$2.74M	Hold	71,007	–	–	0.58%	26
2024 Q4	$2.83M	Hold	71,007	–	–	0.54%	28
2024 Q3	$2.32M	Hold	71,007	–	–	0.45%	33
2024 Q2	$1.91M	Hold	71,007	–	–	0.42%	35
2024 Q1	$1.91M	Hold	71,007	–	–	0.36%	37
2023 Q4	$1.73M	Hold	71,007	–	–	0.35%	35
2023 Q3	$2.01M	Hold	71,007	–	–	0.5%	34
2023 Q2	$2.31M	Hold	71,007	–	–	0.49%	31
2023 Q1	$2.17M	Hold	71,007	–	–	0.51%	30
2022 Q4	$1.96M	Hold	71,007	–	–	0.51%	33
2022 Q3	$2.27M	Hold	71,007	–	–	0.67%	29
2022 Q2	$2.81M	Hold	71,007	–	–	0.77%	30
2022 Q1	$3.78M	Hold	71,007	–	–	0.85%	27
2021 Q4	$4.58M	Sell	71,007 -20,308	-22%	-$1.05M	0.97%	24
2021 Q3	$4.07M	Sell	91,315 -40,000	-30%	-$1.62M	0.92%	26
2021 Q2	$4.84M	Hold	131,315	–	–	1.16%	23
2021 Q1	$4.62M	Buy	+131,315	New	+$4.56M	1.21%	20

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

JB Capital Partners's CSV Position: Q2 2026 in Review

JB Capital Partners held its Carriage Services (CSV) position steady in Q2 2026 at 71,007 shares worth $2.71M. The position accounts for 0.42% of the portfolio, ranked #36.

JB Capital Partners first reported a position in CSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.84M in Q2 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

JB Capital Partners held 71,007 shares of Carriage Services worth $2.71M as of Q2 2026.
JB Capital Partners left its Carriage Services share count unchanged in Q2 2026.
Carriage Services made up 0.42% of JB Capital Partners's portfolio in Q2 2026, its #36 holding.
JB Capital Partners first reported a position in Carriage Services in Q1 2021 and has held it in 22 quarters since.
JB Capital Partners's Carriage Services position peaked at $4.84M in Q2 2021.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on JB Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.