James T. Borello RIA’s Carriage Services CSV Stock Holding History

James T. Borello RIA’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 Q3	–	Sell	-3	Closed	-$115	–	1291
2026 Q2	$115	Buy	+3	New	+$131	﹤0.01%	1179

Other funds holding CSV

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's CSV Position: Q3 2026 in Review

James T. Borello RIA sold out of Carriage Services (CSV) in Q3 2026, closing a stake of 3 shares — an estimated $115 sold.

James T. Borello RIA first reported a position in CSV in Q2 2026 and held it in 1 quarter. The position peaked at $115 in Q2 2026. 8 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

James T. Borello RIA reported no remaining Carriage Services position as of Q3 2026 after selling out during the quarter.
James T. Borello RIA sold 3 Carriage Services shares in Q3 2026, an estimated $115.
James T. Borello RIA first reported a position in Carriage Services in Q2 2026 and held it in 1 quarter.
James T. Borello RIA's Carriage Services position peaked at $115 in Q2 2026.
8 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.