Raymond James Financial
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Raymond James Financial’s Carriage Services CSV Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-1,547
Closed -$70.8K – 5357
2025
Q2 		$70.8K Buy
+1,547
New +$64.6K ﹤0.01% 5030

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Raymond James Financial's CSV Position: Q3 2025 in Review

Raymond James Financial sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 1,547 shares — an estimated $70.8K sold.

Raymond James Financial first reported a position in CSV in Q2 2025 and held it in 1 quarter. The position peaked at $70.8K in Q2 2025. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • Raymond James Financial reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,547 Carriage Services shares in Q3 2025, an estimated $70.8K.
  • Raymond James Financial first reported a position in Carriage Services in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Carriage Services position peaked at $70.8K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.