Avior Wealth Management’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 | $601K | Sell |
6,853
-44
| -0.6% | -$3.84K | 0.02% | 470 |
|
|
2026
Q1 | $541K | Sell |
6,897
-531
| -7% | -$43.7K | 0.02% | 514 |
|
|
2025
Q4 | $609K | Hold |
7,428
| – | – | 0.02% | 418 |
|
|
2025
Q3 | $630K | Buy |
7,428
+44
| +0.6% | +$3.91K | 0.02% | 396 |
|
|
2025
Q2 | $664K | Buy |
7,384
+1,828
| +33% | +$147K | 0.02% | 371 |
|
|
2025
Q1 | $431K | Sell |
5,556
-1,983
| -26% | -$159K | 0.02% | 445 |
|
|
2024
Q4 | $622K | Sell |
7,539
-433
| -5% | -$34K | 0.02% | 390 |
|
|
2024
Q3 | $552K | Sell |
7,972
-560
| -7% | -$37.4K | 0.02% | 425 |
|
|
2024
Q2 | $552K | Sell |
8,532
-319
| -4% | -$21.4K | 0.02% | 410 |
|
|
2024
Q1 | $636K | Buy |
8,851
+1,226
| +16% | +$81.4K | 0.03% | 381 |
|
|
2023
Q4 | $485K | Hold |
7,625
| – | – | 0.03% | 356 |
|
|
2023
Q3 | $459K | Hold |
7,625
| – | – | 0.03% | 349 |
|
|
2023
Q2 | $455K | Sell |
7,625
-69
| -0.9% | -$4.01K | 0.03% | 366 |
|
|
2023
Q1 | $443K | Buy |
7,694
+69
| +0.9% | +$4.14K | 0.03% | 384 |
|
|
2022
Q4 | $445K | Hold |
7,625
| – | – | 0.03% | 328 |
|
|
2022
Q3 | $373K | Hold |
7,625
| – | – | 0.03% | 336 |
|
|
2022
Q2 | $411K | Hold |
7,625
| – | – | 0.04% | 290 |
|
|
2022
Q1 | $458K | Sell |
7,625
-1,799
| -19% | -$107K | 0.04% | 309 |
|
|
2021
Q4 | $573K | Hold |
9,424
| – | – | 0.05% | 302 |
|
|
2021
Q3 | $558K | Hold |
9,424
| – | – | 0.05% | 290 |
|
|
2021
Q2 | $583K | Sell |
9,424
-1,384
| -13% | -$86.3K | 0.06% | 273 |
|
|
2021
Q1 | $658K | Hold |
10,808
| – | – | 0.07% | 238 |
|
|
2020
Q4 | $620K | Buy |
10,808
+24
| +0.2% | +$1.31K | 0.08% | 220 |
|
|
2020
Q3 | $546K | Buy |
10,784
+1,440
| +15% | +$76.1K | 0.08% | 218 |
|
|
2020
Q2 | $513K | Hold |
9,344
| – | – | 0.08% | 229 |
|
|
2020
Q1 | $433K | Hold |
9,344
| – | – | 0.09% | 219 |
|
|
2019
Q4 | $611K | Hold |
9,344
| – | – | 0.1% | 205 |
|
|
2019
Q3 | $553K | Hold |
9,344
| – | – | 0.1% | 198 |
|
|
2019
Q2 | $524K | Hold |
9,344
| – | – | 0.09% | 201 |
|
|
2019
Q1 | $488K | Hold |
9,344
| – | – | 0.1% | 197 |
|
|
2018
Q4 | $431K | Hold |
9,344
| – | – | 0.1% | 189 |
|
|
2018
Q3 | $571K | Hold |
9,344
| – | – | 0.12% | 161 |
|
|
2018
Q2 | $584K | Hold |
9,344
| – | – | 0.13% | 148 |
|
|
2018
Q1 | $700K | Sell |
9,344
-2,309
| -20% | -$172K | 0.16% | 132 |
|
|
2017
Q4 | $837K | Buy |
+11,653
| New | +$780K | 0.19% | 114 |
|
Other funds holding SEIC
Avior Wealth Management's SEIC Position: Q2 2026 in Review
Avior Wealth Management reduced its SEI Investments (SEIC) stake by 0.64% in Q2 2026, selling an estimated $3.84K and leaving 6,853 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #470.
Avior Wealth Management first reported a position in SEIC in Q4 2017 and has held it in 35 quarters since. The position peaked at $837K in Q4 2017. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Avior Wealth Management held 6,853 shares of SEI Investments worth $601K as of Q2 2026.
- Avior Wealth Management sold 44 SEI Investments shares in Q2 2026, an estimated $3.84K.
- SEI Investments made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #470 holding.
- Avior Wealth Management first reported a position in SEI Investments in Q4 2017 and has held it in 35 quarters since.
- Avior Wealth Management's SEI Investments position peaked at $837K in Q4 2017.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.