Position in SCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$369,232
+$30,219 QoQ
Shares Held
4,475
+2.9% QoQ
Ownership
0.003%
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 5%
Shared 0%
None 95%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $1,193,961 across 8 Personal Services names. SCI ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
4,475 | $369,232 | |
| 2 | ROL |
Rollins Inc
|
4,452 | $237,781 | |
| 3 | HRB |
H&R Block Inc
|
6,758 | $214,498 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,418 | $198,590 | |
| 5 | ANDG |
Andersen Group Inc.
|
6,000 | $163,200 | |
| 6 | FTDR |
Frontdoor, Inc.
|
140 | $7,400 | |
| 7 | MED |
Medifast Inc
|
226 | $2,302 | |
| 8 | CSV |
Carriage Services Inc
|
21 | $958 |
All Filings in SCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,232 | 4,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $339,013 | 4,348 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $482,759 | 5,801 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $435,164 | 5,346 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $308,369 | 3,845 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $304,273 | 3,812 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $104,740 | 1,327 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $73,121 | 1,028 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $56,399 | 760 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $57,498 | 840 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $59,939 | 1,049 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $57,032 | 883 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $62,452 | 908 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $49,642 | 718 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $40,591 | 703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,208 | 900 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $46,271 | 703 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $58,424 | 823 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $42,362 | 703 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $37,673 | 703 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $35,888 | 703 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,967 | 203 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,562 | 203 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,894 | 203 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $27,494 | 703 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||