HB Wealth Management, LLC

Position in SCI — Service Corp International

CIK 1911253 Atlanta, GA

Position in SCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$800,010

+$227,061 QoQ

Shares Held

10,532

+51.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#264

of 544 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $3,130,905 across 4 Personal Services names. SCI ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	27,719	$1,156,991
2	HRB	H&R Block Inc	23,475	$893,928
3	SCI	Service Corp International This page	10,532	$800,010
4	BFAM	Bright Horizons Family Solutions Inc.	3,950	$279,976

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$800,010	10,532	+51.7%	Shares	Sole	2026-07-29
2026-03-31	$572,949	6,944	-16.8%	Shares	Sole	2026-04-27
2025-12-31	$650,971	8,349	+11.9%	Shares	Sole	2026-01-28
2025-09-30	$620,987	7,462	+12.1%	Shares	Sole	2025-10-23
2025-06-30	$541,717	6,655	-4.4%	Shares	Sole	2025-07-17
2025-03-31	$558,272	6,961	+18.2%	Shares	Sole	2025-05-07
2024-12-31	$469,980	5,888	+16.9%	Shares	Sole	2025-01-15
2024-09-30	$397,412	5,035	+2.9%	Shares	Sole	2024-10-15
2024-06-30	$348,110	4,894	+3.5%	Shares	Sole	2024-07-26
2024-03-31	$350,939	4,729	+2.1%	Shares	Sole	2024-04-30
2023-12-31	$316,923	4,630	-0.0%	Shares	Sole	2024-01-16
2023-09-30	$264,672	4,632	-2.2%	Shares	Sole	2023-10-13
2023-06-30	$306,027	4,738	+4.2%	Shares	Sole	2023-07-13
2023-03-31	$312,605	4,545	+2.0%	Shares	Sole	2023-04-13
2022-12-31	$308,018	4,455	+1.3%	Shares	Sole	2023-01-20
2022-09-30	$253,940	4,398	-0.5%	Shares	Sole	2022-10-19
2022-06-30	$305,372	4,418	+0.5%	Shares	Sole	2022-07-15
2022-03-31	$289,476	4,398	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$307,386	4,330	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.