Roberts Capital Advisors’s Service Corp International SCI Stock Holding History

Roberts Capital Advisors’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
2025 Q3	–	Sell	-7,463	Closed	-$607K	–	90
2025 Q2	$607K	Hold	7,463	–	–	0.45%	67
2025 Q1	$599K	Hold	7,463	–	–	0.52%	59
2024 Q4	$596K	Hold	7,463	–	–	0.5%	51
2024 Q3	$589K	Hold	7,463	–	–	0.5%	52
2024 Q2	$554K	Hold	7,463	–	–	0.53%	57
2024 Q1	$554K	Buy	+7,463	New	+$527K	0.53%	57
2022 Q3	$462K	Hold	8,000	–	–	0.67%	47
2022 Q2	$553K	Hold	8,000	–	–	0.76%	40
2022 Q1	$527K	Hold	8,000	–	–	0.54%	60
2021 Q4	$568K	Buy	+8,000	New	+$532K	0.53%	61

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Roberts Capital Advisors's SCI Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Service Corp International (SCI) in Q3 2025, closing a stake of 7,463 shares — an estimated $607K sold.

Roberts Capital Advisors first reported a position in SCI in Q4 2021 and held it in 10 quarters. The position peaked at $607K in Q2 2025. 566 funds tracked by Wall St. Rank hold SCI as of Q3 2025.

Roberts Capital Advisors reported no remaining Service Corp International position as of Q3 2025 after selling out during the quarter.
Roberts Capital Advisors sold 7,463 Service Corp International shares in Q3 2025, an estimated $607K.
Roberts Capital Advisors first reported a position in Service Corp International in Q4 2021 and held it in 10 quarters.
Roberts Capital Advisors's Service Corp International position peaked at $607K in Q2 2025.
566 funds tracked by Wall St. Rank held Service Corp International as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.