Bard Associates’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
$106K Buy
1,207
+30
+3% +$2.62K 0.02% 159
2026
Q1
$92.4K Buy
+1,177
New +$96.9K 0.02% 157

Other funds holding SEIC

Bard Associates's SEIC Position: Q2 2026 in Review

Bard Associates increased its SEI Investments (SEIC) stake by 2.5% in Q2 2026, buying an estimated $2.62K and bringing the position to 1,207 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #159.

Bard Associates first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Bard Associates held 1,207 shares of SEI Investments worth $106K as of Q2 2026.
  • Bard Associates bought 30 SEI Investments shares in Q2 2026, an estimated $2.62K.
  • SEI Investments made up 0.02% of Bard Associates's portfolio in Q2 2026, its #159 holding.
  • Bard Associates first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.