Center for Financial Planning, Inc.
Position in SCI — Service Corp International
CIK 1803557
SOUTHFIED, MI
Position in SCI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$244,895
+$232,602 QoQ
Shares Held
3,224
+2063.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#369
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, 2026Center for Financial Planning, Inc. holds $332,593 across 2 Personal Services names. SCI ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
3,224 | $244,895 | |
| 2 | HRB |
H&R Block Inc
|
2,303 | $87,698 |
All Filings in SCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,895 | 3,224 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,293 | 149 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,617 | 149 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,399 | 149 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,128 | 149 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,949 | 149 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,893 | 149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,760 | 149 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,598 | 149 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,057 | 149 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,199 | 149 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,513 | 149 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,623 | 149 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,248 | 149 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,301 | 149 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,603 | 149 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $10,298 | 149 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,807 | 149 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,577 | 149 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,978 | 149 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $7,984 | 149 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,606 | 149 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,315 | 149 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,284 | 149 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,794 | 149 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,827 | 149 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||