Summit Trail Advisors’s Service Corp International SCI Stock Holding History

Summit Trail 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	$1.95M	Buy	25,728 +3,698	+17%	+$289K	0.02%	624
2026 Q1	$1.82M	Buy	22,030 +5,955	+37%	+$481K	0.03%	599
2025 Q4	$1.25M	Sell	16,075 -5,424	-25%	-$434K	0.02%	684
2025 Q3	$1.79M	Buy	21,499 +10,289	+92%	+$821K	0.02%	510
2025 Q2	$912K	Buy	+11,210	New	+$875K	0.02%	512
2018 Q1	–	Sell	-13	Closed	-$1K	–	1431
2017 Q4	$1K	Buy	+13	New	+$465	﹤0.01%	1854

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 Trail Advisors's SCI Position: Q2 2026 in Review

Summit Trail Advisors increased its Service Corp International (SCI) stake by 17% in Q2 2026, buying an estimated $289K and bringing the position to 25,728 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #624.

Summit Trail Advisors first reported a position in SCI in Q4 2017 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

Summit Trail Advisors held 25,728 shares of Service Corp International worth $1.95M as of Q2 2026.
Summit Trail Advisors bought 3,698 Service Corp International shares in Q2 2026, an estimated $289K.
Service Corp International made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #624 holding.
Summit Trail Advisors first reported a position in Service Corp International in Q4 2017 and has held it in 6 quarters since.
547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.