Position in SCI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$15,943,092
-$1,405,708 QoQ
Shares Held
209,888
-0.2% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#11
of 150 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Derivatives in SCI
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$399,100
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $17,825,841 across 4 Personal Services names. SCI ranks #1 (89.4% of the industry book) .
All Filings in SCI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,943,092 | 209,888 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,348,800 | 210,263 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,607,843 | 213,003 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,446,490 | 209,643 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,058,184 | 209,560 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,786,501 | 209,308 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $399,100 | 5,000 | Put | Sole | 2025-08-08 | |
| 2024-12-31 | $16,696,827 | 209,181 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $16,440,329 | 208,290 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $14,813,320 | 208,257 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,479,092 | 208,585 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,708,562 | 258,708 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $14,349,511 | 251,129 | Shares | Sole | 2023-11-08 | |
| 2021-12-31 | $448,159 | 6,313 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||