Position in SCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,954,298
+$136,603 QoQ
Shares Held
25,728
+16.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#190
of 544 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Summit Trail Advisors, LLC holds $6,237,862 across 4 Personal Services names. SCI ranks #1 (31.3% of the industry book) .
All Filings in SCI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,954,298 | 25,728 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,817,695 | 22,030 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,253,367 | 16,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,789,146 | 21,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $912,494 | 11,210 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||