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Johnson Financial Group Inc (Wisconsin)’s Carriage Services CSV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-1,100
Closed -$42.6K – 748
2025
Q1 		$42.6K Hold
1,100
– – ﹤0.01% 641
2024
Q4 		$45K Buy
+1,100
New +$40.6K ﹤0.01% 512

Other funds holding CSV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CSV Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Carriage Services (CSV) in Q2 2025, closing a stake of 1,100 shares — an estimated $42.6K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CSV in Q4 2024 and held it in 2 quarters. The position peaked at $45K in Q4 2024. 161 funds tracked by Wall St. Rank hold CSV as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Carriage Services position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,100 Carriage Services shares in Q2 2025, an estimated $42.6K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Carriage Services in Q4 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Carriage Services position peaked at $45K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Carriage Services as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.