Position in SCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,126,563
+$1,022 QoQ
Shares Held
41,161
+8.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#147
of 545 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $4,232,352 across 2 Personal Services names. SCI ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
41,161 | $3,126,563 | |
| 2 | HRB |
H&R Block Inc
|
29,039 | $1,105,789 |
All Filings in SCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,126,563 | 41,161 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,125,541 | 37,881 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $478,879 | 6,142 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $447,047 | 5,372 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $744,151 | 9,142 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $780,578 | 9,733 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $776,161 | 9,724 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $564,344 | 7,150 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $535,889 | 7,534 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $534,529 | 7,203 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $502,902 | 7,347 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $509,688 | 8,920 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $498,763 | 7,722 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $517,844 | 7,529 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $484,533 | 7,008 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $388,532 | 6,729 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $423,083 | 6,121 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $395,907 | 6,015 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $425,514 | 5,994 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $359,993 | 5,974 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $316,663 | 5,909 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $260,559 | 5,104 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $250,606 | 5,104 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $215,961 | 5,120 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $206,700 | 5,315 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $202,707 | 5,183 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||