Summit Financial’s Service Corp International SCI Stock Holding History

Summit Financial’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	$263K	Sell	3,457 -253	-7%	-$19.8K	﹤0.01%	1397
2026 Q1	$306K	Buy	3,710 +210	+6%	+$17K	﹤0.01%	1186
2025 Q4	$273K	Buy	3,500 +13	+0.4%	+$1.04K	﹤0.01%	1114
2025 Q3	$290K	Buy	3,487 +5	+0.1%	+$399	﹤0.01%	1075
2025 Q2	$283K	Sell	3,482 -182	-5%	-$14.2K	0.01%	695
2025 Q1	$294K	Hold	3,664	–	–	0.01%	617
2024 Q4	$292K	Buy	+3,664	New	+$300K	0.01%	546

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

Summit Financial's SCI Position: Q2 2026 in Review

Summit Financial reduced its Service Corp International (SCI) stake by 6.8% in Q2 2026, selling an estimated $19.8K and leaving 3,457 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Summit Financial first reported a position in SCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q1 2026. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

Summit Financial held 3,457 shares of Service Corp International worth $263K as of Q2 2026.
Summit Financial sold 253 Service Corp International shares in Q2 2026, an estimated $19.8K.
Service Corp International made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1397 holding.
Summit Financial first reported a position in Service Corp International in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Service Corp International position peaked at $306K in Q1 2026.
547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.