Position in ROL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,601,707
-$2,062,327 QoQ
Shares Held
48,712
-37.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.2648218098209887.ToString("F0")%
Shared 0.ToString("F0")%
None 99.73517819017901.ToString("F0")%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $16,546,279 across 6 Personal Services names. ROL ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFAM |
Bright Horizons Family Solutions Inc.
|
55,570 | $4,563,964 | |
| 2 | HRB |
H&R Block Inc
|
127,561 | $4,048,786 | |
| 3 | SCI |
Service Corp International
|
33,098 | $2,730,915 | |
| 4 | ROL |
Rollins Inc
This page
|
48,712 | $2,601,707 | |
| 5 | FTDR |
Frontdoor, Inc.
|
42,987 | $2,272,292 | |
| 6 | CSV |
Carriage Services Inc
|
7,197 | $328,615 |
All Filings in ROL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,601,707 | 48,712 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,664,034 | 77,708 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,195,807 | 54,406 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,042,685 | 36,205 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,354,802 | 25,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $966,072 | 20,843 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,171,887 | 23,169 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $889,098 | 18,223 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $864,369 | 18,681 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $689,636 | 15,792 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,412,715 | 37,844 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $495,114 | 11,560 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $348,616 | 9,289 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $587,709 | 16,084 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $482,294 | 13,907 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $268,115 | 7,678 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,846 | 823 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $865,490 | 25,145 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $963,895 | 24,671 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,290,902 | 63,413 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,663,214 | 58,854 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,417,890 | 58,850 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||