MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Service Corp International SCI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$32.1K Sell
421
-24
-5% -$1.95K ﹤0.01% 889
2026
Q2 		$33.8K Sell
445
-133
-23% -$10.4K ﹤0.01% 928
2026
Q1 		$47.7K Sell
578
-122
-17% -$9.8K ﹤0.01% 787
2025
Q4 		$54.6K Buy
700
+10
+1% +$800 ﹤0.01% 761
2025
Q3 		$57.4K Sell
690
-80
-10% -$6.38K ﹤0.01% 756
2025
Q2 		$62.7K Buy
770
+42
+6% +$3.28K ﹤0.01% 715
2025
Q1 		$58.4K Sell
728
-13
-2% -$1.02K ﹤0.01% 688
2024
Q4 		$59.1K Sell
741
-2
-0.3% -$164 ﹤0.01% 704
2024
Q3 		$58.6K Buy
743
+91
+14% +$6.92K ﹤0.01% 625
2024
Q2 		$46.4K Buy
652
+45
+7% +$3.19K ﹤0.01% 660
2024
Q1 		$45K Buy
607
+8
+1% +$564 ﹤0.01% 641
2023
Q4 		$41K Buy
599
+402
+204% +$24.2K ﹤0.01% 651
2023
Q3 		$11.3K Buy
197
+90
+84% +$5.68K ﹤0.01% 963
2023
Q2 		$6.91K Sell
107
-161
-60% -$10.8K ﹤0.01% 1091
2023
Q1 		$18.4K Buy
268
+47
+21% +$3.25K ﹤0.01% 752
2022
Q4 		$15K Buy
221
+157
+245% +$10.5K ﹤0.01% 700
2022
Q3 		$4K Sell
64
-14
-18% -$922 ﹤0.01% 1035
2022
Q2 		$5K Buy
78
+27
+53% +$1.85K ﹤0.01% 914
2022
Q1 		$3K Hold
51
– – ﹤0.01% 1087
2021
Q4 		$4K Buy
51
+11
+28% +$731 ﹤0.01% 959
2021
Q3 		$2K Hold
40
– – ﹤0.01% 1083
2021
Q2 		$2K Buy
40
+7
+21% +$372 ﹤0.01% 1053
2021
Q1 		$2K Sell
33
-138
-81% -$6.91K ﹤0.01% 892
2020
Q4 		$8K Buy
+171
New +$8.12K ﹤0.01% 638

Other funds holding SCI

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Vaughan David Investments
Vaughan David Investments Peoria, Illinois $4.96B AUM 16.36% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Service Corp International (SCI) stake by 5.4% in Q3 2026, selling an estimated $1.95K and leaving 421 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

MassMutual Private Wealth & Trust first reported a position in SCI in Q4 2020 and has held it in 24 quarters since. The position peaked at $62.7K in Q2 2025. 247 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 421 shares of Service Corp International worth $32.1K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 24 Service Corp International shares in Q3 2026, an estimated $1.95K.
  • Service Corp International made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #889 holding.
  • MassMutual Private Wealth & Trust first reported a position in Service Corp International in Q4 2020 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's Service Corp International position peaked at $62.7K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.