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Lee Financial’s Service Corp International SCI Stock Holding History

Lee Financial’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 		$1.1M Sell
14,503
-50
-0.3% -$3.91K 0.14% 73
2026
Q1 		$1.2M Sell
14,553
-76
-0.5% -$6.13K 0.17% 61
2025
Q4 		$1.14M Sell
14,629
-1,772
-11% -$142K 0.15% 69
2025
Q3 		$1.36M Sell
16,401
-219
-1% -$17.5K 0.17% 70
2025
Q2 		$1.35M Buy
16,620
+1,603
+11% +$125K 0.19% 62
2025
Q1 		$1.2M Sell
15,017
-1,814
-11% -$143K 0.18% 59
2024
Q4 		$1.34M Sell
16,831
-240
-1% -$19.6K 0.19% 56
2024
Q3 		$1.35M Buy
17,071
+1,548
+10% +$118K 0.19% 62
2024
Q2 		$1.1M Buy
15,523
+1,217
+9% +$86.4K 0.18% 65
2024
Q1 		$1.06M Buy
14,306
+2,911
+26% +$205K 0.18% 73
2023
Q4 		$780K Buy
11,395
+11,378
+66,929% +$685K 0.14% 76
2023
Q3 		$972 Hold
17
– – ﹤0.01% 771
2023
Q2 		$1.1K Hold
17
– – ﹤0.01% 718
2023
Q1 		$1.17K Sell
17
-8
-32% -$553 ﹤0.01% 727
2022
Q4 		$1.73K Buy
+25
New +$1.67K ﹤0.01% 721
2022
Q3 		– Sell
-24
Closed -$2K – 992
2022
Q2 		$2K Buy
+24
New +$1.64K ﹤0.01% 732
2020
Q3 		– Sell
-707
Closed -$27K – 563
2020
Q2 		$27K Hold
707
– – 0.01% 254
2020
Q1 		$28K Hold
707
– – 0.01% 208
2019
Q4 		$33K Hold
707
– – 0.01% 218
2019
Q3 		$34K Hold
707
– – 0.01% 213
2019
Q2 		$33K Buy
+707
New +$30.5K 0.01% 224
2018
Q2 		– Sell
-100
Closed -$4K – 825
2018
Q1 		$4K Buy
+100
New +$3.84K ﹤0.01% 647
2017
Q3 		– Sell
-100
Closed -$3K – 523
2017
Q2 		$3K Buy
+100
New +$3.19K ﹤0.01% 447

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 $3.37T AUM 44.26% 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

Lee Financial's SCI Position: Q2 2026 in Review

Lee Financial reduced its Service Corp International (SCI) stake by 0.34% in Q2 2026, selling an estimated $3.91K and leaving 14,503 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #73.

Lee Financial first reported a position in SCI in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.36M in Q3 2025. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Lee Financial held 14,503 shares of Service Corp International worth $1.1M as of Q2 2026.
  • Lee Financial sold 50 Service Corp International shares in Q2 2026, an estimated $3.91K.
  • Service Corp International made up 0.14% of Lee Financial's portfolio in Q2 2026, its #73 holding.
  • Lee Financial first reported a position in Service Corp International in Q2 2017 and has held it in 23 quarters since.
  • Lee Financial's Service Corp International position peaked at $1.36M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.