RESOURCES MANAGEMENT CORP /CT/ /ADV SCI — SERVICE CORP INTERNATIONAL

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  15 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported SERVICE CORP INTERNATIONAL (SCI) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.61% in 2025 Q3. The latest visible filing shows SCI at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in SERVICE CORP INTERNATIONAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCI was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCI stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held SCI — position size vs. price
% of Fund (quarterly)    SCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 49,698 +8,145 +19.6% 0.48% $3.8M 2026-08-14 $84.23
2026 Q1 REDUCED — — — 41,553 -331 -0.8% 0.46% $3K 2026-05-15 $77.38
2025 Q4 REDUCED 49.7% +6.3% ❌ 41,884 -41,364 -49.7% 0.42% $3.3M 2026-02-13 $78.94
2025 Q3 ADDED — — — 83,248 +50,940 +157.7% 0.61% $4.7M 2025-11-14 $78.61
2025 Q2 ADDED — — — 32,308 +1,908 +6.3% 0.36% $2.6M 2025-08-15 $79.27
2025 Q1 ADDED — — — 30,400 +6,866 +29.2% 0.34% $2.4M 2025-05-16 $76.81
2024 Q4 ADDED — — — 23,534 +38 +0.2% 0.26% $1.9M 2025-02-14 $75.13
2024 Q3 REDUCED — — — 23,496 -35 -0.1% 0.25% $1.9M 2024-11-15 $81.66
2024 Q2 ADDED — — — 23,531 +297 +1.3% 0.24% $1.7M 2024-08-14 $72.64
2024 Q1 ADDED — — — 23,234 +23,166 +34067.6% 0.25% $1.7M 2024-05-15 $67.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCI

As of 2026 Q2 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 4.22% Catawba River Capital 3Y 3.84% Turtle Creek Asset Management Inc. 3Y 7Y 3.35% LRT Capital Management, LLC 3Y 3.01% Castlefield Investment Partners LLP 2.59% Premier Fund Managers Ltd 3Y 7Y 2.35% Global Alpha Capital Management Ltd. 3Y 7Y 1.98% Select Equity Group, L.P. 3Y 7Y 1.25% Maj Invest Holding A/S 3Y 7Y 1.14% Comprehensive Financial Consultants Institutional, Inc. 3Y 1.09%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and SCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning SCI?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported SCI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCI position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for SCI was 0.61% in 2025 Q3.

What is the latest reported SCI position on this page?

The most recent filing on this page is 2026 Q2, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 49,698 shares, equal to 0.48% of portfolio, with an estimated market value of $3.8M.

What does the chart on this SCI ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV's quarterly SCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RESOURCES MANAGEMENT CORP /CT/ /ADV time their SCI position?

Based on 13F filing dates vs. subsequent SCI price moves, RESOURCES MANAGEMENT CORP /CT/ /ADV correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on SCI relative to SPY over the holding period was +134.1%.

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