Principia Wealth Advisory’s Service Corp International SCI Stock Holding History

Principia Wealth Advisory’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	$380	Sell	5 -4	-44%	-$313	﹤0.01%	930
2026 Q1	$743	Buy	9 +1	+13%	+$81	﹤0.01%	775
2025 Q4	$624	Buy	8 +2	+33%	+$160	﹤0.01%	782
2025 Q3	$499	Buy	6 +2	+50%	+$160	﹤0.01%	797
2025 Q2	$326	Hold	4	–	–	﹤0.01%	838
2025 Q1	$300	Sell	4 -2	-33%	-$157	﹤0.01%	701
2024 Q4	$479	Buy	+6	New	+$491	﹤0.01%	558

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principia Wealth Advisory's SCI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Service Corp International (SCI) stake by 44% in Q2 2026, selling an estimated $313 and leaving 5 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Principia Wealth Advisory first reported a position in SCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $743 in Q1 2026. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

Principia Wealth Advisory held 5 shares of Service Corp International worth $380 as of Q2 2026.
Principia Wealth Advisory sold 4 Service Corp International shares in Q2 2026, an estimated $313.
Service Corp International made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #930 holding.
Principia Wealth Advisory first reported a position in Service Corp International in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Service Corp International position peaked at $743 in Q1 2026.
547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.