Basecamp Wealth 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
$3.86K Hold
44
﹤0.01% 1226
2026
Q1
$3.45K Sell
44
-6
-12% -$494 ﹤0.01% 1271
2025
Q4
$4.1K Buy
+50
New +$4.11K ﹤0.01% 1192

Other funds holding SEIC

Basecamp Wealth Advisors's SEIC Position: Q2 2026 in Review

Basecamp Wealth Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 44 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Basecamp Wealth Advisors first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.1K in Q4 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Basecamp Wealth Advisors held 44 shares of SEI Investments worth $3.86K as of Q2 2026.
  • Basecamp Wealth Advisors left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1226 holding.
  • Basecamp Wealth Advisors first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's SEI Investments position peaked at $4.1K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.