EXENCIAL WEALTH ADVISORS, LLC
Position in RTO — Rentokil Initial PLC /Fi
CIK 1576151
OKLAHOMA CITY, OK
Position in RTO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,853,007
+$282,701 QoQ
Shares Held
58,863
+10.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $3,677,139 across 3 Specialty Business Services names. RTO ranks #1 (50.4% of the industry book) .
All Filings in RTO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,853,007 | 58,863 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,570,306 | 53,303 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,280,755 | 50,723 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,150,056 | 47,919 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,030,156 | 44,985 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,102,230 | 43,532 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,061,020 | 42,560 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,196,555 | 40,356 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,241,034 | 41,162 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $786,260 | 27,482 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||