Barnes Wealth Management Group
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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

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 $3.38T AUM 44.17% 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 $118B AUM 40.52% 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. 554 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.
  • 554 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.