Corient Private Wealth
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Corient Private Wealth’s Service Corp International SCI Stock Holding History

Corient Private Wealth’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 		$2.36M Buy
31,097
+24,846
+397% +$1.94M ﹤0.01% 1286
2026
Q1 		$509K Sell
6,251
-44,934
-88% -$3.63M ﹤0.01% 2024
2025
Q4 		$4M Sell
51,185
-13,111
-20% -$1.05M 0.01% 846
2025
Q3 		$5.35M Sell
64,296
-2,026
-3% -$162K 0.01% 689
2025
Q2 		$5.4M Sell
66,322
-11,981
-15% -$935K 0.01% 686
2025
Q1 		$6.28M Sell
78,303
-238,877
-75% -$18.8M 0.01% 629
2024
Q4 		$25.3M Sell
317,180
-3,186
-1% -$261K 0.04% 349
2024
Q3 		$25.3M Sell
320,366
-32
-0% -$2.43K 0.04% 380
2024
Q2 		$22.8M Buy
320,398
+104,412
+48% +$7.41M 0.04% 365
2024
Q1 		$16M Sell
215,986
-18,498
-8% -$1.31M 0.03% 430
2023
Q4 		$16.1M Buy
234,484
+224,192
+2,178% +$13.5M 0.03% 427
2023
Q3 		$588K Buy
10,292
+172
+2% +$10.9K ﹤0.01% 1404
2023
Q2 		$654K Sell
10,120
-3,488
-26% -$233K ﹤0.01% 1324
2023
Q1 		$936K Buy
13,608
+3,335
+32% +$230K ﹤0.01% 1111
2022
Q4 		$710K Buy
+10,273
New +$684K ﹤0.01% 1030

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

Corient Private Wealth's SCI Position: Q2 2026 in Review

Corient Private Wealth increased its Service Corp International (SCI) stake by 397% in Q2 2026, buying an estimated $1.94M and bringing the position to 31,097 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Corient Private Wealth first reported a position in SCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.3M in Q4 2024. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Corient Private Wealth held 31,097 shares of Service Corp International worth $2.36M as of Q2 2026.
  • Corient Private Wealth bought 24,846 Service Corp International shares in Q2 2026, an estimated $1.94M.
  • Service Corp International made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1286 holding.
  • Corient Private Wealth first reported a position in Service Corp International in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Service Corp International position peaked at $25.3M in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.