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Barnes Wealth Management Group’s Service Corp International SCI Stock Holding History

Barnes Wealth Management Group’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 		– Sell
-2,536
Closed -$209K – 202
2026
Q1 		$209K Buy
+2,536
New +$205K 0.11% 178
2025
Q4 		– Sell
-2,458
Closed -$205K – 180
2025
Q3 		$205K Buy
+2,458
New +$196K 0.11% 169

Other funds holding SCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Barnes Wealth Management Group's SCI Position: Q2 2026 in Review

Barnes Wealth Management Group sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 2,536 shares — an estimated $209K sold.

Barnes Wealth Management Group first reported a position in SCI in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2026. 144 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Barnes Wealth Management Group reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Barnes Wealth Management Group sold 2,536 Service Corp International shares in Q2 2026, an estimated $209K.
  • Barnes Wealth Management Group first reported a position in Service Corp International in Q3 2025 and held it in 2 quarters.
  • Barnes Wealth Management Group's Service Corp International position peaked at $209K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.