EverSource Wealth Advisors, LLC
Position in SCI — Service Corp International
CIK 1710537
BIRMINGHAM, AL
Position in SCI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$240,839
-$19,109 QoQ
Shares Held
2,919
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,274,291 across 8 Personal Services names. SCI ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
10,131 | $541,089 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
4,165 | $342,063 | |
| 3 | SCI |
Service Corp International
This page
|
2,919 | $240,839 | |
| 4 | HRB |
H&R Block Inc
|
3,362 | $106,702 | |
| 5 | FTDR |
Frontdoor, Inc.
|
669 | $35,356 | |
| 6 | EM |
Smart Share Global Ltd
|
4,207 | $4,753 | |
| 7 | CSV |
Carriage Services Inc
|
41 | $1,871 | |
| 8 | MED |
Medifast Inc
|
159 | $1,618 |
All Filings in SCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,839 | 2,919 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $259,948 | 3,334 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $207,215 | 2,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $208,462 | 2,561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $50,123 | 625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,654 | 359 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,492 | 361 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,830 | 321 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,371 | 288 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $15,195 | 222 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,714 | 65 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,616 | 56 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,301 | 48 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,318 | 48 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,771 | 48 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,317 | 48 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,450 | 98 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,407 | 48 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||