Atomi Financial Group’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
$220K Sell
2,505
-57
-2% -$4.97K 0.01% 1174
2026
Q1
$201K Sell
2,562
-7
-0.3% -$576 0.01% 1157
2025
Q4
$211K Buy
2,569
+184
+8% +$15.1K 0.01% 1127
2025
Q3
$202K Buy
+2,385
New +$212K 0.01% 1109

Other funds holding SEIC

Atomi Financial Group's SEIC Position: Q2 2026 in Review

Atomi Financial Group reduced its SEI Investments (SEIC) stake by 2.2% in Q2 2026, selling an estimated $4.97K and leaving 2,505 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1174.

Atomi Financial Group first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Atomi Financial Group held 2,505 shares of SEI Investments worth $220K as of Q2 2026.
  • Atomi Financial Group sold 57 SEI Investments shares in Q2 2026, an estimated $4.97K.
  • SEI Investments made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1174 holding.
  • Atomi Financial Group first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.