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Essential Partners’s Service Corp International SCI Stock Holding History

Essential Partners’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 		$60.8K Buy
798
+492
+161% +$39.9K 0.03% 561
2026
Q2 		$23.2K Buy
306
+159
+108% +$12.4K 0.01% 849
2026
Q1 		$12.1K Sell
147
-191
-57% -$15.4K ﹤0.01% 1157
2025
Q4 		$26.4K Sell
338
-30
-8% -$2.4K 0.01% 808
2025
Q3 		$30.6K Sell
368
-315
-46% -$25.1K 0.01% 747
2025
Q2 		$55.6K Buy
+683
New +$53.3K 0.02% 452

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's SCI Position: Q3 2026 in Review

Essential Partners increased its Service Corp International (SCI) stake by 161% in Q3 2026, buying an estimated $39.9K and bringing the position to 798 shares worth $60.8K. The position accounts for 0.03% of the portfolio, ranked #561.

Essential Partners first reported a position in SCI in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • Essential Partners held 798 shares of Service Corp International worth $60.8K as of Q3 2026.
  • Essential Partners bought 492 Service Corp International shares in Q3 2026, an estimated $39.9K.
  • Service Corp International made up 0.03% of Essential Partners's portfolio in Q3 2026, its #561 holding.
  • Essential Partners first reported a position in Service Corp International in Q2 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.