CI
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CX Institutional’s Service Corp International SCI Stock Holding History

CX Institutional’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
Q3 		$940K Buy
12,345
+838
+7% +$67.9K 0.03% 339
2026
Q2 		$874K Sell
11,507
-105
-0.9% -$8.21K 0.03% 350
2026
Q1 		$958K Buy
11,612
+1,084
+10% +$87.5K 0.03% 348
2025
Q4 		$821K Buy
10,528
+375
+4% +$30K 0.02% 311
2025
Q3 		$845K Buy
10,153
+134
+1% +$10.7K 0.03% 326
2025
Q2 		$816K Sell
10,019
-2,475
-20% -$193K 0.03% 296
2025
Q1 		$1M Buy
12,494
+1,466
+13% +$115K 0.04% 269
2024
Q4 		$880K Sell
11,028
-2,377
-18% -$194K 0.04% 274
2024
Q3 		$1.06M Buy
13,405
+991
+8% +$75.3K 0.05% 279
2024
Q2 		$883K Buy
12,414
+1,084
+10% +$76.9K 0.04% 297
2024
Q1 		$841K Sell
11,330
-726
-6% -$51.2K 0.04% 300
2023
Q4 		$825K Buy
+12,056
New +$726K 0.04% 280
2023
Q3 		– Sell
-23,850
Closed -$1.54M – 540
2023
Q2 		$1.54M Buy
23,850
+43
+0.2% +$2.87K 0.08% 236
2023
Q1 		$1.64M Buy
+23,807
New +$1.64M 0.09% 235

Other funds holding SCI

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

CX Institutional's SCI Position: Q3 2026 in Review

CX Institutional increased its Service Corp International (SCI) stake by 7.3% in Q3 2026, buying an estimated $67.9K and bringing the position to 12,345 shares worth $940K. The position accounts for 0.03% of the portfolio, ranked #339.

CX Institutional first reported a position in SCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2023. 28 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • CX Institutional held 12,345 shares of Service Corp International worth $940K as of Q3 2026.
  • CX Institutional bought 838 Service Corp International shares in Q3 2026, an estimated $67.9K.
  • Service Corp International made up 0.03% of CX Institutional's portfolio in Q3 2026, its #339 holding.
  • CX Institutional first reported a position in Service Corp International in Q1 2023 and has held it in 14 quarters since.
  • CX Institutional's Service Corp International position peaked at $1.64M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.