Position in SCI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$12,416,517
+$10,014,184 QoQ
Shares Held
150,485
+388.4% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026ASSETMARK, INC holds $13,634,170 across 5 Personal Services names. SCI ranks #1 (91.1% of the industry book) .
All Filings in SCI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,416,517 | 150,485 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,402,333 | 30,811 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $58,004 | 697 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $68,620 | 843 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,230 | 352 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,620 | 108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,419 | 94 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $273 | 4 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $4,521 | 70 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,814 | 70 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $55,934 | 809 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $52,947 | 917 | Shares | Sole | 2022-11-01 | |
| 2021-12-31 | $1,632 | 23 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $408 | 8 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||