Baker Avenue Asset 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
$279K Buy
3,186
+29
+0.9% +$2.53K 0.01% 699
2026
Q1
$248K Buy
+3,157
New +$260K 0.01% 667
2023
Q4
Sell
-4
Closed -$241 1289
2023
Q3
$241 Buy
+4
New +$246 ﹤0.01% 1580

Other funds holding SEIC

Baker Avenue Asset Management's SEIC Position: Q2 2026 in Review

Baker Avenue Asset Management increased its SEI Investments (SEIC) stake by 0.92% in Q2 2026, buying an estimated $2.53K and bringing the position to 3,186 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #699.

Baker Avenue Asset Management first reported a position in SEIC in Q3 2023 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Baker Avenue Asset Management held 3,186 shares of SEI Investments worth $279K as of Q2 2026.
  • Baker Avenue Asset Management bought 29 SEI Investments shares in Q2 2026, an estimated $2.53K.
  • SEI Investments made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #699 holding.
  • Baker Avenue Asset Management first reported a position in SEI Investments in Q3 2023 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.