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

Root Financial Partners’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 		– 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Root Financial Partners's SCI Position: Q2 2026 in Review

Root Financial Partners sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 612 shares — an estimated $50.5K sold.

Root Financial Partners first reported a position in SCI in Q3 2025 and held it in 3 quarters. The position peaked at $50.5K in Q1 2026. 165 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Root Financial Partners reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 612 Service Corp International shares in Q2 2026, an estimated $50.5K.
  • Root Financial Partners first reported a position in Service Corp International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Service Corp International position peaked at $50.5K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.