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Concurrent Investment Advisors’s Service Corp International SCI Stock Holding History

Concurrent Investment Advisors’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 		$1.32M Buy
17,428
+12,388
+246% +$969K 0.01% 878
2026
Q1 		$416K Buy
5,040
+1,429
+40% +$115K ﹤0.01% 1306
2025
Q4 		$281K Buy
+3,611
New +$289K ﹤0.01% 1435

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

Concurrent Investment Advisors's SCI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Service Corp International (SCI) stake by 246% in Q2 2026, buying an estimated $969K and bringing the position to 17,428 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #878.

Concurrent Investment Advisors first reported a position in SCI in Q4 2025 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Concurrent Investment Advisors held 17,428 shares of Service Corp International worth $1.32M as of Q2 2026.
  • Concurrent Investment Advisors bought 12,388 Service Corp International shares in Q2 2026, an estimated $969K.
  • Service Corp International made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #878 holding.
  • Concurrent Investment Advisors first reported a position in Service Corp International in Q4 2025 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.