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

JGP 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 		$6.69M Buy
88,016
+256
+0.3% +$20K 0.6% 36
2026
Q1 		$7.24M Sell
87,760
-14,110
-14% -$1.14M 0.75% 34
2025
Q4 		$7.94M Buy
101,870
+1,833
+2% +$147K 0.83% 33
2025
Q3 		$8.32M Sell
100,037
-163
-0.2% -$13K 0.92% 30
2025
Q2 		$8.16M Sell
100,200
-426
-0.4% -$33.3K 0.99% 33
2025
Q1 		$8.07M Sell
100,626
-16,919
-14% -$1.33M 1.06% 34
2024
Q4 		$9.38M Buy
117,545
+1,413
+1% +$116K 1.21% 33
2024
Q3 		$9.17M Buy
116,132
+1,666
+1% +$127K 1.18% 38
2024
Q2 		$8.14M Buy
114,466
+852
+0.7% +$60.5K 1.16% 38
2024
Q1 		$8.43M Sell
113,614
-18,030
-14% -$1.27M 1.22% 37
2023
Q4 		$9.01M Buy
131,644
+3,948
+3% +$238K 1.34% 32
2023
Q3 		$7.3M Buy
127,696
+6,643
+5% +$420K 1.22% 34
2023
Q2 		$7.82M Buy
121,053
+9,855
+9% +$658K 1.28% 32
2023
Q1 		$7.65M Buy
111,198
+11,348
+11% +$784K 1.34% 33
2022
Q4 		$6.9M Buy
+99,850
New +$6.65M 1.27% 36

Other funds holding SCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

JGP Wealth Management increased its Service Corp International (SCI) stake by 0.29% in Q2 2026, buying an estimated $20K and bringing the position to 88,016 shares worth $6.69M. The position accounts for 0.6% of the portfolio, ranked #36.

JGP Wealth Management first reported a position in SCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.38M in Q4 2024. 132 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • JGP Wealth Management held 88,016 shares of Service Corp International worth $6.69M as of Q2 2026.
  • JGP Wealth Management bought 256 Service Corp International shares in Q2 2026, an estimated $20K.
  • Service Corp International made up 0.6% of JGP Wealth Management's portfolio in Q2 2026, its #36 holding.
  • JGP Wealth Management first reported a position in Service Corp International in Q4 2022 and has held it in 15 quarters since.
  • JGP Wealth Management's Service Corp International position peaked at $9.38M in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.