Creative Planning

Position in SCI — Service Corp International

CIK 1540235 OVERLAND PARK, KS

Position in SCI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,752,016

-$978,899 QoQ

Shares Held

23,065

-30.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#195

of 545 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $19,630,268 across 5 Personal Services names. SCI ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc	257,760	$9,815,500
2	FTDR	Frontdoor, Inc.	50,888	$3,948,399
3	BFAM	Bright Horizons Family Solutions Inc.	38,785	$2,749,080
4	SCI	Service Corp International This page	23,065	$1,752,016
5	ROL	Rollins Inc	32,709	$1,365,273

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,752,016	23,065	-30.3%	Shares	Defined	2026-08-13
2026-03-31	$2,730,915	33,098	+5.3%	Shares	Sole	2026-05-12
2025-12-31	$2,450,597	31,430	-6.8%	Shares	Sole	2026-02-17
2025-09-30	$2,805,512	33,712	+22.0%	Shares	Sole	2025-11-14
2025-06-30	$2,250,221	27,644	+26.8%	Shares	Defined	2025-08-08
2025-03-31	$1,748,520	21,802	+8.7%	Shares	Sole	2025-05-15
2024-12-31	$1,600,550	20,052	-24.0%	Shares	Defined	2025-02-14
2024-09-30	$2,083,672	26,399	+10.0%	Shares	Defined	2024-10-11
2024-06-30	$1,707,474	24,005	+35.2%	Shares	Defined	2024-08-15
2024-03-31	$1,317,152	17,749	+6.2%	Shares	Sole	2024-05-13
2023-12-31	$1,144,346	16,718	+9.9%	Shares	Defined	2024-02-14
2023-09-30	$869,041	15,209	-10.0%	Shares	Sole	2023-11-16
2023-06-30	$1,091,506	16,899	-1.2%	Shares	Sole	2023-07-21
2023-03-31	$1,176,275	17,102	-8.3%	Shares	Sole	2023-05-15
2022-12-31	$1,289,253	18,647	+5.5%	Shares	Sole	2023-02-10
2022-09-30	$1,021,016	17,683	+4.5%	Shares	Sole	2022-11-03
2022-06-30	$1,169,303	16,917	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$1,066,481	16,203	+5.1%	Shares	Sole	2022-05-16
2021-12-31	$1,094,310	15,415	+51.2%	Shares	Sole	2022-02-11
2021-09-30	$614,350	10,195	+4.8%	Shares	Sole	2021-11-10
2021-06-30	$521,377	9,729	-21.2%	Shares	Sole	2021-08-04
2021-03-31	$630,161	12,344	+1.5%	Shares	Sole	2021-04-30
2020-12-31	$597,154	12,162	-7.9%	Shares	Sole	2021-01-29
2020-09-30	$557,239	13,211	+43.0%	Shares	Sole	2020-11-05
2020-06-30	$359,265	9,238	-0.1%	Shares	Sole	2020-07-23
2020-03-31	$361,767	9,250	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.