Root Financial Partners’s Service Corp International SCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$41.2K Buy
+541
New +$43.9K ﹤0.01% 1180
2026
Q2
– Sell
-612
Closed -$50.5K – 2662
2026
Q1
$50.5K Buy
612
+161
+36% +$13K ﹤0.01% 873
2025
Q4
$35.2K Buy
451
+42
+10% +$3.36K ﹤0.01% 864
2025
Q3
$34K Buy
+409
New +$32.6K ﹤0.01% 823

Other funds holding SCI

Root Financial Partners's SCI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Service Corp International (SCI) in Q3 2026: 541 shares worth $41.2K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCI as recently as Q1 2026.

Root Financial Partners first reported a position in SCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.5K in Q1 2026. 483 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • Root Financial Partners held 541 shares of Service Corp International worth $41.2K as of Q3 2026.
  • Service Corp International was a new Root Financial Partners position in Q3 2026.
  • Service Corp International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1180 holding.
  • Root Financial Partners first reported a position in Service Corp International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Service Corp International position peaked at $50.5K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.