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Cape Investment Advisory’s Service Corp International SCI Stock Holding History

Cape Investment Advisory’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
Q3 		$42.1K Sell
553
-174
-24% -$14.1K 0.01% 553
2026
Q2 		$55.2K Buy
+727
New +$56.9K 0.01% 474
2026
Q1 		– Sell
-32
Closed -$2.5K – 1007
2025
Q4 		$2.5K Buy
+32
New +$2.56K ﹤0.01% 1061

Other funds holding SCI

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's SCI Position: Q3 2026 in Review

Cape Investment Advisory reduced its Service Corp International (SCI) stake by 24% in Q3 2026, selling an estimated $14.1K and leaving 553 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #553.

Cape Investment Advisory first reported a position in SCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.2K in Q2 2026. 28 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • Cape Investment Advisory held 553 shares of Service Corp International worth $42.1K as of Q3 2026.
  • Cape Investment Advisory sold 174 Service Corp International shares in Q3 2026, an estimated $14.1K.
  • Service Corp International made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #553 holding.
  • Cape Investment Advisory first reported a position in Service Corp International in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Service Corp International position peaked at $55.2K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.