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United Capital Financial Advisors’s Service Corp International SCI Stock Holding History

United Capital 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 		– Sell
-3,958
Closed -$327K – 1721
2026
Q1 		$327K Buy
+3,958
New +$320K ﹤0.01% 1305
2021
Q3 		– Sell
-3,822
Closed -$205K – 1240
2021
Q2 		$205K Sell
3,822
-6,788
-64% -$360K ﹤0.01% 1161
2021
Q1 		$542K Buy
10,610
+207
+2% +$10.4K ﹤0.01% 829
2020
Q4 		$511K Sell
10,403
-11,850
-53% -$563K ﹤0.01% 837
2020
Q3 		$939K Buy
22,253
+6,568
+42% +$280K 0.01% 681
2020
Q2 		$610K Buy
15,685
+68
+0.4% +$2.61K ﹤0.01% 802
2020
Q1 		$611K Sell
15,617
-844
-5% -$39.3K 0.01% 754
2019
Q4 		$758K Sell
16,461
-4,770
-22% -$215K ﹤0.01% 874
2019
Q3 		$1.01M Buy
21,231
+1,551
+8% +$72.8K 0.01% 750
2019
Q2 		$921K Buy
19,680
+14,203
+259% +$613K 0.01% 842
2019
Q1 		$220K Buy
5,477
+116
+2% +$4.84K ﹤0.01% 1240
2018
Q4 		$216K Buy
5,361
+247
+5% +$10.7K ﹤0.01% 1176
2018
Q3 		$226K Buy
+5,114
New +$206K ﹤0.01% 1219
2018
Q1 		– Sell
-6,201
Closed -$232K – 1356
2017
Q4 		$232K Buy
+6,201
New +$222K ﹤0.01% 1197

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

United Capital Financial Advisors's SCI Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 3,958 shares — an estimated $327K sold.

United Capital Financial Advisors first reported a position in SCI in Q4 2017 and held it in 14 quarters. The position peaked at $1.01M in Q3 2019. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,958 Service Corp International shares in Q2 2026, an estimated $327K.
  • United Capital Financial Advisors first reported a position in Service Corp International in Q4 2017 and held it in 14 quarters.
  • United Capital Financial Advisors's Service Corp International position peaked at $1.01M in Q3 2019.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.