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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
Q2 		– Sell
-2,428
Closed -$200K – 2522
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 $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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's SCI Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 2,428 shares — an estimated $200K sold.

Integrated Wealth Concepts first reported a position in SCI in Q2 2025 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 551 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,428 Service Corp International shares in Q2 2026, an estimated $200K.
  • Integrated Wealth Concepts first reported a position in Service Corp International in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Service Corp International position peaked at $228K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.