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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
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

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

Cape Investment Advisory's SCI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Service Corp International (SCI) in Q2 2026: 727 shares worth $55.2K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SCI as recently as Q4 2025.

Cape Investment Advisory first reported a position in SCI in Q4 2025 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Cape Investment Advisory held 727 shares of Service Corp International worth $55.2K as of Q2 2026.
  • Service Corp International was a new Cape Investment Advisory position in Q2 2026.
  • Service Corp International made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #474 holding.
  • Cape Investment Advisory first reported a position in Service Corp International in Q4 2025 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.