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Kingswood Wealth Advisors’s Service Corp International SCI Stock Holding History

Kingswood Wealth Advisors’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 		$768K Buy
+10,115
New +$791K 0.03% 487
2024
Q1 		– Sell
-7,982
Closed -$450K – 686
2023
Q4 		$450K Buy
+7,982
New +$481K 0.05% 372

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

Kingswood Wealth Advisors's SCI Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Service Corp International (SCI) in Q2 2026: 10,115 shares worth $768K. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in SCI as recently as Q4 2023.

Kingswood Wealth Advisors first reported a position in SCI in Q4 2023 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Kingswood Wealth Advisors held 10,115 shares of Service Corp International worth $768K as of Q2 2026.
  • Service Corp International was a new Kingswood Wealth Advisors position in Q2 2026.
  • Service Corp International made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #487 holding.
  • Kingswood Wealth Advisors first reported a position in Service Corp International in Q4 2023 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.