Jones Financial Companies
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Jones Financial Companies’s Carriage Services CSV Stock Holding History

Jones Financial Companies’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 		$16.5K Sell
421
-82
-16% -$3.59K ﹤0.01% 3589
2026
Q1 		$22.4K Sell
503
-632
-56% -$27.5K ﹤0.01% 3249
2025
Q4 		$48K Buy
1,135
+124
+12% +$5.38K ﹤0.01% 2544
2025
Q3 		$45.6K Buy
1,011
+536
+113% +$24.2K ﹤0.01% 2419
2025
Q2 		$21.9K Buy
475
+326
+219% +$13.6K ﹤0.01% 2549
2025
Q1 		$5.78K Buy
149
+99
+198% +$3.93K ﹤0.01% 2909
2024
Q4 		$1.99K Buy
+50
New +$1.84K ﹤0.01% 3000

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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

Jones Financial Companies's CSV Position: Q2 2026 in Review

Jones Financial Companies reduced its Carriage Services (CSV) stake by 16% in Q2 2026, selling an estimated $3.59K and leaving 421 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Jones Financial Companies first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $48K in Q4 2025. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Jones Financial Companies held 421 shares of Carriage Services worth $16.5K as of Q2 2026.
  • Jones Financial Companies sold 82 Carriage Services shares in Q2 2026, an estimated $3.59K.
  • Carriage Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3589 holding.
  • Jones Financial Companies first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Carriage Services position peaked at $48K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.