EverSource Wealth Advisors, LLC
Position in SCI — Service Corp International
CIK 1710537
BIRMINGHAM, AL
Position in SCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$135,737
-$124,211 QoQ
Shares Held
1,787
-46.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#404
of 545 holders
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $880,816 across 7 Personal Services names. SCI ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
8,259 | $344,726 | |
| 2 | HRB |
H&R Block Inc
|
5,358 | $204,029 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,265 | $160,540 | |
| 4 | SCI |
Service Corp International
This page
|
1,787 | $135,737 | |
| 5 | FTDR |
Frontdoor, Inc.
|
407 | $31,576 | |
| 6 | MED |
Medifast Inc
|
274 | $2,905 | |
| 7 | CSV |
Carriage Services Inc
|
34 | $1,303 |
All Filings in SCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,737 | 1,787 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||