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Asset Planning Inc’s Service Corp International SCI Stock Holding History

Asset Planning Inc’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8K Hold
208
– – 0.01% 230
2026
Q1 		$17.2K Hold
208
– – 0.01% 211
2025
Q4 		$16.2K Hold
208
– – 0.01% 213
2025
Q3 		$17.3K Hold
208
– – 0.01% 212
2025
Q2 		$16.9K Hold
208
– – 0.01% 209
2025
Q1 		$16.7K Buy
208
+8
+4% +$629 0.01% 217
2024
Q4 		$16K Buy
+200
New +$16.4K 0.01% 220

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Planning Inc's SCI Position: Q2 2026 in Review

Asset Planning Inc held its Service Corp International (SCI) position steady in Q2 2026 at 208 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #230.

Asset Planning Inc first reported a position in SCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q3 2025. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Asset Planning Inc held 208 shares of Service Corp International worth $15.8K as of Q2 2026.
  • Asset Planning Inc left its Service Corp International share count unchanged in Q2 2026.
  • Service Corp International made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #230 holding.
  • Asset Planning Inc first reported a position in Service Corp International in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Service Corp International position peaked at $17.3K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.