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Cornerstone Planning Group’s Service Corp International SCI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-6
Closed -$401 – 1934
2026
Q1 		$401 Buy
6
+1
+20% +$81 ﹤0.01% 1700
2025
Q4 		$401 Sell
5
-123
-96% -$9.84K ﹤0.01% 1556
2025
Q3 		$120K Buy
128
+123
+2,460% +$9.81K 0.02% 195
2025
Q2 		$394 Sell
5
-14
-74% -$1.09K ﹤0.01% 1366
2025
Q1 		$1.53K Buy
+19
New +$1.5K ﹤0.01% 1047

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

Cornerstone Planning Group's SCI Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 6 shares — an estimated $401 sold.

Cornerstone Planning Group first reported a position in SCI in Q1 2025 and held it in 5 quarters. The position peaked at $120K in Q3 2025. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Service Corp International shares in Q2 2026, an estimated $401.
  • Cornerstone Planning Group first reported a position in Service Corp International in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Service Corp International position peaked at $120K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.