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Legacy Capital Wealth Partners’s Service Corp International SCI Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-2,775
Closed -$229K – 406
2026
Q1 		$229K Sell
2,775
-1,499
-35% -$121K 0.05% 345
2025
Q4 		$333K Sell
4,274
-105
-2% -$8.4K 0.07% 280
2025
Q3 		$364K Sell
4,379
-52
-1% -$4.15K 0.08% 271
2025
Q2 		$361K Sell
4,431
-165
-4% -$12.9K 0.08% 274
2025
Q1 		$369K Sell
4,596
-1,623
-26% -$128K 0.09% 240
2024
Q4 		$496K Sell
6,219
-966
-13% -$79K 0.12% 180
2024
Q3 		$567K Sell
7,185
-106
-1% -$8.06K 0.11% 173
2024
Q2 		$519K Buy
+7,291
New +$517K 0.13% 156
2024
Q1 		– Sell
-4,095
Closed -$280K – 297
2023
Q4 		$280K Sell
4,095
-2,806
-41% -$169K 0.08% 227
2023
Q3 		$394K Buy
+6,901
New +$436K 0.11% 177

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

Legacy Capital Wealth Partners's SCI Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 2,775 shares — an estimated $229K sold.

Legacy Capital Wealth Partners first reported a position in SCI in Q3 2023 and held it in 10 quarters. The position peaked at $567K in Q3 2024. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,775 Service Corp International shares in Q2 2026, an estimated $229K.
  • Legacy Capital Wealth Partners first reported a position in Service Corp International in Q3 2023 and held it in 10 quarters.
  • Legacy Capital Wealth Partners's Service Corp International position peaked at $567K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.