Jones Financial Companies
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Jones Financial Companies’s Service Corp International SCI Stock Holding History

Jones Financial Companies’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 		$3.61M Buy
44,232
+38,216
+635% +$3.09M ﹤0.01% 1205
2025
Q4 		$469K Buy
6,016
+2,143
+55% +$171K ﹤0.01% 1545
2025
Q3 		$318K Buy
3,873
+1,070
+38% +$85.4K ﹤0.01% 1592
2025
Q2 		$229K Buy
2,803
+852
+44% +$66.5K ﹤0.01% 1613
2025
Q1 		$156K Sell
1,951
-24
-1% -$1.89K ﹤0.01% 1590
2024
Q4 		$158K Buy
1,975
+733
+59% +$60K ﹤0.01% 1451
2024
Q3 		$97.4K Buy
1,242
+834
+204% +$63.4K ﹤0.01% 1415
2024
Q2 		$29K Buy
408
+358
+716% +$25.4K ﹤0.01% 1426
2024
Q1 		$3.68K Buy
50
+11
+28% +$776 ﹤0.01% 1203
2023
Q4 		$2.67K Buy
39
+19
+95% +$1.14K ﹤0.01% 867
2023
Q3 		$1.14K Buy
+20
New +$1.26K ﹤0.01% 620
2022
Q3 		– Sell
-500
Closed -$35K – 711
2022
Q2 		$35K Buy
500
+472
+1,686% +$32.3K ﹤0.01% 355
2022
Q1 		$2K Buy
+28
New +$1.76K ﹤0.01% 653
2021
Q1 		– Sell
-236
Closed -$12K – 853
2020
Q4 		$12K Buy
+236
New +$11.2K ﹤0.01% 419

Other funds holding SCI

BlackRock
BlackRock New York $5.7T 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 $18.8B 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 $95.1B AUM 30.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return