MWM
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Modern Wealth Management’s Service Corp International SCI Stock Holding History

Modern Wealth Management’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 		$612K Buy
8,063
+2,102
+35% +$164K 0.01% 652
2026
Q1 		$494K Buy
+5,961
New +$481K 0.01% 583

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

Modern Wealth Management's SCI Position: Q2 2026 in Review

Modern Wealth Management increased its Service Corp International (SCI) stake by 35% in Q2 2026, buying an estimated $164K and bringing the position to 8,063 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #652.

Modern Wealth Management first reported a position in SCI in Q1 2026 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Modern Wealth Management held 8,063 shares of Service Corp International worth $612K as of Q2 2026.
  • Modern Wealth Management bought 2,102 Service Corp International shares in Q2 2026, an estimated $164K.
  • Service Corp International made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Modern Wealth Management first reported a position in Service Corp International in Q1 2026 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.