Position in CSV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,952
-$563 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 157 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026J.Safra Asset Management Corp holds $11,508 across 2 Personal Services names. CSV ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
205 | $8,556 | |
| 2 | CSV |
Carriage Services Inc
This page
|
77 | $2,952 |
All Filings in CSV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,952 | 77 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,515 | 77 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,734 | 41 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,826 | 41 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,931 | 239 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||