Brown, Lisle/Cummings’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
$9.47K Sell
108
-37
-26% -$3.23K ﹤0.01% 613
2026
Q1
$11.4K Buy
+145
New +$11.9K ﹤0.01% 549

Other funds holding SEIC

Brown, Lisle/Cummings's SEIC Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its SEI Investments (SEIC) stake by 26% in Q2 2026, selling an estimated $3.23K and leaving 108 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Brown, Lisle/Cummings first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Brown, Lisle/Cummings held 108 shares of SEI Investments worth $9.47K as of Q2 2026.
  • Brown, Lisle/Cummings sold 37 SEI Investments shares in Q2 2026, an estimated $3.23K.
  • SEI Investments made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #613 holding.
  • Brown, Lisle/Cummings first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's SEI Investments position peaked at $11.4K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.