Center for Financial Planning’s Service Corp International SCI Stock Holding History

Center for Financial Planning’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	$245K	Buy	3,224 +3,075	+2,064%	+$240K	0.02%	157
2026 Q1	$12.3K	Hold	149	–	–	﹤0.01%	467
2025 Q4	$11.6K	Hold	149	–	–	﹤0.01%	472
2025 Q3	$12.4K	Hold	149	–	–	﹤0.01%	476
2025 Q2	$12.1K	Hold	149	–	–	﹤0.01%	448
2025 Q1	$11.9K	Hold	149	–	–	﹤0.01%	453
2024 Q4	$11.9K	Hold	149	–	–	﹤0.01%	403
2024 Q3	$11.8K	Hold	149	–	–	﹤0.01%	385
2024 Q2	$10.6K	Hold	149	–	–	﹤0.01%	391
2024 Q1	$11.1K	Hold	149	–	–	﹤0.01%	397
2023 Q4	$10.2K	Hold	149	–	–	﹤0.01%	367
2023 Q3	$8.51K	Hold	149	–	–	﹤0.01%	375
2023 Q2	$9.62K	Hold	149	–	–	﹤0.01%	389
2023 Q1	$10.2K	Hold	149	–	–	﹤0.01%	358
2022 Q4	$10.3K	Hold	149	–	–	﹤0.01%	356
2022 Q3	$9K	Hold	149	–	–	﹤0.01%	371
2022 Q2	$10K	Hold	149	–	–	﹤0.01%	360
2022 Q1	$10K	Hold	149	–	–	﹤0.01%	371
2021 Q4	$11K	Hold	149	–	–	﹤0.01%	372
2021 Q3	$9K	Hold	149	–	–	﹤0.01%	374
2021 Q2	$8K	Hold	149	–	–	﹤0.01%	389
2021 Q1	$8K	Hold	149	–	–	﹤0.01%	415
2020 Q4	$7K	Hold	149	–	–	﹤0.01%	377
2020 Q3	$6K	Hold	149	–	–	﹤0.01%	350
2020 Q2	$6K	Hold	149	–	–	﹤0.01%	349
2020 Q1	$6K	Hold	149	–	–	﹤0.01%	395
2019 Q4	$7K	Buy	+149	New	+$6.72K	﹤0.01%	342

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Center for Financial Planning's SCI Position: Q2 2026 in Review

Center for Financial Planning increased its Service Corp International (SCI) stake by 2,064% in Q2 2026, buying an estimated $240K and bringing the position to 3,224 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #157.

Center for Financial Planning first reported a position in SCI in Q4 2019 and has held it in 27 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

Center for Financial Planning held 3,224 shares of Service Corp International worth $245K as of Q2 2026.
Center for Financial Planning bought 3,075 Service Corp International shares in Q2 2026, an estimated $240K.
Service Corp International made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #157 holding.
Center for Financial Planning first reported a position in Service Corp International in Q4 2019 and has held it in 27 quarters since.
547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.