Position in SCI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,730,915
+$280,318 QoQ
Shares Held
33,098
+5.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3565170100912442.ToString("F0")%
Shared 0.ToString("F0")%
None 99.64348298990876.ToString("F0")%
Common Shares in SCI 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. SCI ranks #3 (16.5% 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
This page
|
33,098 | $2,730,915 | |
| 4 | ROL |
Rollins Inc
|
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 SCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,730,915 | 33,098 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,450,597 | 31,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,805,512 | 33,712 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,250,221 | 27,644 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,748,520 | 21,802 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,600,550 | 20,052 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,083,672 | 26,399 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,707,474 | 24,005 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,317,152 | 17,749 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,144,346 | 16,718 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $869,041 | 15,209 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,091,506 | 16,899 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,176,275 | 17,102 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,289,253 | 18,647 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,021,016 | 17,683 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,169,303 | 16,917 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,066,481 | 16,203 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,094,310 | 15,415 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $614,350 | 10,195 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $521,377 | 9,729 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $630,161 | 12,344 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $597,154 | 12,162 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $557,239 | 13,211 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $359,265 | 9,238 | 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. | ||||||