Global Retirement Partners, LLC
PensionPosition in SCI — Service Corp International
CIK 1749744
San Rafael, CA
Position in SCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$328,147
-$23,965 QoQ
Shares Held
4,320
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 545 holders
Holding Since
Mar 2020
19 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, 2026Global Retirement Partners, LLC holds $868,322 across 8 Personal Services names. SCI ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
4,320 | $328,147 | |
| 2 | ROL |
Rollins Inc
|
5,987 | $249,897 | |
| 3 | HRB |
H&R Block Inc
|
2,929 | $111,536 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,226 | $86,898 | |
| 5 | FTDR |
Frontdoor, Inc.
|
1,068 | $82,866 | |
| 6 | CSV |
Carriage Services Inc
|
117 | $4,485 | |
| 7 | ANDG |
Andersen Group Inc.
|
100 | $3,772 | |
| 8 | MED |
Medifast Inc
|
68 | $721 |
All Filings in SCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,147 | 4,320 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $352,112 | 4,516 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $46,436 | 558 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $45,421 | 558 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $15,245 | 191 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,996 | 190 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,728 | 193 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,916 | 201 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,758 | 201 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $12,285 | 215 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,614 | 25 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,063 | 30 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,521 | 22 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,270 | 22 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,419 | 35 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,040 | 31 | Shares | Sole | 2022-07-14 | |
| 2020-09-30 | $3,585 | 85 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $10,033 | 258 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $26,008 | 665 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||