Corient Private Wealth LLC

Position in SCI — Service Corp International

CIK 1948780 MIAMI, FL

Position in SCI

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$2,362,128

+$1,846,358 QoQ

Shares Held

31,097

+397.5% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#171

of 548 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 82% Shared 1% None 17%

Consumer Cyclical · as of Jun 30, 2026

Corient Private Wealth LLC holds $30,853,903 across 6 Personal Services names. SCI ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	438,422	$18,299,733
2	HRB	H&R Block Inc	204,524	$7,788,273
3	SCI	Service Corp International This page	31,097	$2,362,128
4	BFAM	Bright Horizons Family Solutions Inc.	15,314	$1,085,456
5	ANDG	Andersen Group Inc.	23,005	$867,748
6	FTDR	Frontdoor, Inc.	5,807	$450,565

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,362,128	31,097	+397.5%	Shares	Sole	2026-08-27
2026-03-31	$515,770	6,251	-87.8%	Shares	Sole	2026-05-15
2025-12-31	$3,990,894	51,185	-20.4%	Shares	Sole	2026-03-09
2025-09-30	$5,350,712	64,296	-3.1%	Shares	Other	2025-11-14
2025-06-30	$5,398,610	66,322	-15.3%	Shares	Sole	2025-09-26
2025-03-31	$6,279,900	78,303	-75.3%	Shares	Sole	2025-05-14
2024-12-31	$25,317,307	317,180	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$25,286,488	320,366	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$22,789,909	320,398	+48.3%	Shares	Sole	2024-08-13
2024-03-31	$16,028,321	215,986	-7.9%	Shares	Sole	2024-05-09
2023-12-31	$16,050,429	234,484	+2178.3%	Shares	Sole	2024-02-09
2023-09-30	$588,084	10,292	+1.7%	Shares	Sole	2023-11-03
2023-06-30	$653,650	10,120	-25.6%	Shares	Sole	2023-08-10
2023-03-31	$935,958	13,608	+32.5%	Shares	Sole	2023-05-15
2022-12-31	$710,275	10,273	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.