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HB Wealth Management’s Service Corp International SCI Stock Holding History

HB Wealth Management’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 		$800K Buy
10,532
+3,588
+52% +$281K ﹤0.01% 847
2026
Q1 		$573K Sell
6,944
-1,405
-17% -$113K ﹤0.01% 914
2025
Q4 		$651K Buy
8,349
+887
+12% +$71K ﹤0.01% 782
2025
Q3 		$621K Buy
7,462
+807
+12% +$64.4K ﹤0.01% 767
2025
Q2 		$542K Sell
6,655
-306
-4% -$23.9K ﹤0.01% 711
2025
Q1 		$558K Buy
6,961
+1,073
+18% +$84.4K ﹤0.01% 725
2024
Q4 		$470K Buy
5,888
+853
+17% +$69.8K ﹤0.01% 639
2024
Q3 		$397K Buy
5,035
+141
+3% +$10.7K ﹤0.01% 664
2024
Q2 		$348K Buy
4,894
+165
+3% +$11.7K ﹤0.01% 659
2024
Q1 		$351K Buy
4,729
+99
+2% +$6.99K ﹤0.01% 605
2023
Q4 		$317K Sell
4,630
-2
-0% -$120 ﹤0.01% 594
2023
Q3 		$265K Sell
4,632
-106
-2% -$6.7K ﹤0.01% 601
2023
Q2 		$306K Buy
4,738
+193
+4% +$12.9K ﹤0.01% 538
2023
Q1 		$313K Buy
4,545
+90
+2% +$6.22K 0.01% 523
2022
Q4 		$308K Buy
4,455
+57
+1% +$3.8K 0.01% 508
2022
Q3 		$254K Sell
4,398
-20
-0.5% -$1.32K 0.01% 476
2022
Q2 		$305K Buy
4,418
+20
+0.5% +$1.37K 0.01% 435
2022
Q1 		$289K Buy
4,398
+68
+2% +$4.28K 0.01% 463
2021
Q4 		$307K Buy
+4,330
New +$288K 0.01% 384

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

HB Wealth Management's SCI Position: Q2 2026 in Review

HB Wealth Management increased its Service Corp International (SCI) stake by 52% in Q2 2026, buying an estimated $281K and bringing the position to 10,532 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

HB Wealth Management first reported a position in SCI in Q4 2021 and has held it in 19 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • HB Wealth Management held 10,532 shares of Service Corp International worth $800K as of Q2 2026.
  • HB Wealth Management bought 3,588 Service Corp International shares in Q2 2026, an estimated $281K.
  • Service Corp International made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #847 holding.
  • HB Wealth Management first reported a position in Service Corp International in Q4 2021 and has held it in 19 quarters since.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.