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
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 $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

Jones Financial Companies's CSV Position: Q1 2026 in Review

Jones Financial Companies reduced its Carriage Services (CSV) stake by 56% in Q1 2026, selling an estimated $27.5K and leaving 503 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Jones Financial Companies first reported a position in CSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $48K in Q4 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Jones Financial Companies held 503 shares of Carriage Services worth $22.4K as of Q1 2026.
  • Jones Financial Companies sold 632 Carriage Services shares in Q1 2026, an estimated $27.5K.
  • Carriage Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3249 holding.
  • Jones Financial Companies first reported a position in Carriage Services in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Carriage Services position peaked at $48K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.