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Integrated Wealth Concepts’s Service Corp International SCI Stock Holding History

Integrated Wealth Concepts’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
Q1 		$200K Buy
+2,428
New +$196K ﹤0.01% 2119
2025
Q3 		– Sell
-2,797
Closed -$228K – 2086
2025
Q2 		$228K Buy
+2,797
New +$218K ﹤0.01% 1697

Other funds holding SCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's SCI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Service Corp International (SCI) in Q1 2026: 2,428 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SCI as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in SCI in Q2 2025 and has held it in 2 quarters since. The position peaked at $228K in Q2 2025. 559 funds tracked by Wall St. Rank hold SCI as of Q1 2026.

  • Integrated Wealth Concepts held 2,428 shares of Service Corp International worth $200K as of Q1 2026.
  • Service Corp International was a new Integrated Wealth Concepts position in Q1 2026.
  • Service Corp International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2119 holding.
  • Integrated Wealth Concepts first reported a position in Service Corp International in Q2 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Service Corp International position peaked at $228K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Service Corp International as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.