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Legacy Advisors’s Service Corp International SCI Stock Holding History

Legacy 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
2025
Q2 		– Sell
-8,334
Closed -$668K – 337
2025
Q1 		$668K Sell
8,334
-472
-5% -$37.1K 0.07% 221
2024
Q4 		$703K Sell
8,806
-1,136
-11% -$92.9K 0.07% 214
2024
Q3 		$785K Sell
9,942
-458
-4% -$34.8K 0.09% 187
2024
Q2 		$740K Sell
10,400
-956
-8% -$67.8K 0.09% 167
2024
Q1 		$843K Sell
11,356
-7,414
-39% -$523K 0.11% 154
2023
Q4 		$1.28M Sell
18,770
-12,300
-40% -$740K 0.17% 110
2023
Q3 		$1.78M Buy
31,070
+5,146
+20% +$325K 0.29% 82
2023
Q2 		$1.67M Sell
25,924
-703
-3% -$47K 0.25% 80
2023
Q1 		$1.83M Buy
+26,627
New +$1.84M 0.34% 68

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Advisors's SCI Position: Q2 2025 in Review

Legacy Advisors sold out of Service Corp International (SCI) in Q2 2025, closing a stake of 8,334 shares — an estimated $668K sold.

Legacy Advisors first reported a position in SCI in Q1 2023 and held it in 9 quarters. The position peaked at $1.83M in Q1 2023. 566 funds tracked by Wall St. Rank hold SCI as of Q2 2025.

  • Legacy Advisors reported no remaining Service Corp International position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 8,334 Service Corp International shares in Q2 2025, an estimated $668K.
  • Legacy Advisors first reported a position in Service Corp International in Q1 2023 and held it in 9 quarters.
  • Legacy Advisors's Service Corp International position peaked at $1.83M in Q1 2023.
  • 566 funds tracked by Wall St. Rank held Service Corp International as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.