Addison Advisors’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.09K Sell
58
-430
-88% -$37.5K ﹤0.01% 486
2026
Q1
$38.3K Sell
488
-15
-3% -$1.24K 0.01% 469
2025
Q4
$41.3K Buy
503
+18
+4% +$1.48K 0.01% 446
2025
Q3
$41.2K Buy
485
+28
+6% +$2.49K 0.01% 435
2025
Q2
$41.1K Buy
457
+247
+118% +$19.9K 0.01% 432
2025
Q1
$16.3K Sell
210
-41
-16% -$3.3K ﹤0.01% 523
2024
Q4
$20.7K Buy
251
+16
+7% +$1.25K 0.01% 500
2024
Q3
$16.3K Buy
235
+56
+31% +$3.74K ﹤0.01% 534
2024
Q2
$11.6K Buy
+179
New +$12K ﹤0.01% 548

Other funds holding SEIC

Addison Advisors's SEIC Position: Q2 2026 in Review

Addison Advisors reduced its SEI Investments (SEIC) stake by 88% in Q2 2026, selling an estimated $37.5K and leaving 58 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Addison Advisors first reported a position in SEIC in Q2 2024 and has held it in 9 quarters since. The position peaked at $41.3K in Q4 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Addison Advisors held 58 shares of SEI Investments worth $5.09K as of Q2 2026.
  • Addison Advisors sold 430 SEI Investments shares in Q2 2026, an estimated $37.5K.
  • SEI Investments made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #486 holding.
  • Addison Advisors first reported a position in SEI Investments in Q2 2024 and has held it in 9 quarters since.
  • Addison Advisors's SEI Investments position peaked at $41.3K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.