West Branch Capital’s Service Corp International SCI Stock Holding History

West Branch Capital’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 Q1	–	Sell	-93	Closed	-$7.25K	–	423
2025 Q4	$7.25K	Hold	93	–	–	﹤0.01%	287
2025 Q3	$7.74K	Hold	93	–	–	﹤0.01%	300
2025 Q2	$7.57K	Hold	93	–	–	﹤0.01%	302
2025 Q1	$7.46K	Buy	+93	New	+$7.32K	﹤0.01%	311

Other funds holding SCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Branch Capital's SCI Position: Q1 2026 in Review

West Branch Capital sold out of Service Corp International (SCI) in Q1 2026, closing a stake of 93 shares — an estimated $7.25K sold.

West Branch Capital first reported a position in SCI in Q1 2025 and held it in 4 quarters. The position peaked at $7.74K in Q3 2025. 559 funds tracked by Wall St. Rank hold SCI as of Q1 2026.

West Branch Capital reported no remaining Service Corp International position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 93 Service Corp International shares in Q1 2026, an estimated $7.25K.
West Branch Capital first reported a position in Service Corp International in Q1 2025 and held it in 4 quarters.
West Branch Capital's Service Corp International position peaked at $7.74K in Q3 2025.
559 funds tracked by Wall St. Rank held Service Corp International as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.