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Sequoia Financial Advisors’s Service Corp International SCI Stock Holding History

Sequoia Financial 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
2026
Q2 		$15.9M Sell
209,888
-375
-0.2% -$29.3K 0.08% 161
2026
Q1 		$17.3M Sell
210,263
-2,740
-1% -$221K 0.1% 141
2025
Q4 		$16.6M Buy
213,003
+3,360
+2% +$269K 0.09% 149
2025
Q3 		$17.4M Buy
209,643
+83
+0% +$6.62K 0.11% 134
2025
Q2 		$17.1M Buy
209,560
+252
+0.1% +$19.7K 0.12% 137
2025
Q1 		$16.8M Buy
209,308
+127
+0.1% +$9.99K 0.13% 138
2024
Q4 		$16.7M Buy
209,181
+891
+0.4% +$72.9K 0.16% 126
2024
Q3 		$16.4M Buy
208,290
+33
+0% +$2.51K 0.18% 115
2024
Q2 		$14.8M Sell
208,257
-328
-0.2% -$23.3K 0.18% 111
2024
Q1 		$15.5M Sell
208,585
-50,123
-19% -$3.54M 0.19% 106
2023
Q4 		$17.7M Buy
258,708
+7,579
+3% +$456K 0.22% 94
2023
Q3 		$14.3M Buy
+251,129
New +$15.9M 0.25% 78
2022
Q1 		– Sell
-6,313
Closed -$448K – 700
2021
Q4 		$448K Buy
+6,313
New +$419K 0.01% 349

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sequoia Financial Advisors's SCI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Service Corp International (SCI) stake by 0.18% in Q2 2026, selling an estimated $29.3K and leaving 209,888 shares worth $15.9M. The position accounts for 0.08% of the portfolio, ranked #161.

Sequoia Financial Advisors first reported a position in SCI in Q4 2021 and has held it in 13 quarters since. The position peaked at $17.7M in Q4 2023. 544 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Sequoia Financial Advisors held 209,888 shares of Service Corp International worth $15.9M as of Q2 2026.
  • Sequoia Financial Advisors sold 375 Service Corp International shares in Q2 2026, an estimated $29.3K.
  • Service Corp International made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Sequoia Financial Advisors first reported a position in Service Corp International in Q4 2021 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Service Corp International position peaked at $17.7M in Q4 2023.
  • 544 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.