Peterson Wealth Services
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Peterson Wealth Services’s Service Corp International SCI Stock Holding History

Peterson Wealth Services’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 		$1.3M Buy
17,011
+1,619
+11% +$131K 0.27% 62
2026
Q2 		$1.17M Buy
+15,392
New +$1.2M 0.25% 70

Other funds holding SCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Peterson Wealth Services's SCI Position: Q3 2026 in Review

Peterson Wealth Services increased its Service Corp International (SCI) stake by 11% in Q3 2026, buying an estimated $131K and bringing the position to 17,011 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #62.

Peterson Wealth Services first reported a position in SCI in Q2 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • Peterson Wealth Services held 17,011 shares of Service Corp International worth $1.3M as of Q3 2026.
  • Peterson Wealth Services bought 1,619 Service Corp International shares in Q3 2026, an estimated $131K.
  • Service Corp International made up 0.27% of Peterson Wealth Services's portfolio in Q3 2026, its #62 holding.
  • Peterson Wealth Services first reported a position in Service Corp International in Q2 2026 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.