Position in CSV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$200,949
New position
Shares Held
4,401
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 96%
Shared 0%
None 4%
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $30,255,460 across 7 Personal Services names. CSV ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
487,134 | $26,017,826 | |
| 2 | HRB |
H&R Block Inc
|
66,229 | $2,102,108 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
9,184 | $754,281 | |
| 4 | SCI |
Service Corp International
|
6,251 | $515,770 | |
| 5 | ANDG |
Andersen Group Inc.
|
13,760 | $374,272 | |
| 6 | FTDR |
Frontdoor, Inc.
|
5,491 | $290,254 | |
| 7 | CSV |
Carriage Services Inc
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|
4,401 | $200,949 |
All Filings in CSV
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,949 | 4,401 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||