Cadent Capital Advisors’s SEI Investments SEIC Stock Holding History

Cadent Capital Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$351K	Hold	3,422	–	–	0.08%	138
2026 Q2	$300K	Hold	3,422	–	–	0.06%	160
2026 Q1	$269K	Hold	3,422	–	–	0.07%	157
2025 Q4	$281K	Sell	3,422 -123	-3%	-$10.1K	0.07%	151
2025 Q3	$301K	Sell	3,545 -1,310	-27%	-$116K	0.08%	156
2025 Q2	$436K	Hold	4,855	–	–	0.14%	102
2025 Q1	$377K	Buy	4,855 +698	+17%	+$56.1K	0.13%	98
2024 Q4	$343K	Hold	4,157	–	–	0.12%	105
2024 Q3	$288K	Sell	4,157 -334	-7%	-$22.3K	0.09%	125
2024 Q2	$291K	Hold	4,491	–	–	0.12%	105
2024 Q1	$323K	Hold	4,491	–	–	0.13%	89
2023 Q4	$285K	Hold	4,491	–	–	0.14%	88
2023 Q3	$270K	Hold	4,491	–	–	0.11%	93
2023 Q2	$268K	Hold	4,491	–	–	0.16%	97
2023 Q1	$258K	Hold	4,491	–	–	0.12%	98
2022 Q4	$262K	Hold	4,491	–	–	0.13%	97
2022 Q3	$220K	Hold	4,491	–	–	0.12%	97
2022 Q2	$243K	Hold	4,491	–	–	0.14%	94
2022 Q1	$270K	Hold	4,491	–	–	0.12%	108
2021 Q4	$274K	Sell	4,491 -159	-3%	-$9.85K	0.12%	98
2021 Q3	$276K	Hold	4,650	–	–	0.12%	94
2021 Q2	$288K	Buy	4,650 +891	+24%	+$55.5K	0.12%	111
2021 Q1	$229K	Sell	3,759 -186	-5%	-$10.9K	0.1%	114
2020 Q4	$227K	Buy	+3,945	New	+$215K	0.11%	102

Other funds holding SEIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Cadent Capital Advisors's SEIC Position: Q3 2026 in Review

Cadent Capital Advisors held its SEI Investments (SEIC) position steady in Q3 2026 at 3,422 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #138.

Cadent Capital Advisors first reported a position in SEIC in Q4 2020 and has held it in 24 quarters since. The position peaked at $436K in Q2 2025. 35 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Cadent Capital Advisors held 3,422 shares of SEI Investments worth $351K as of Q3 2026.
Cadent Capital Advisors left its SEI Investments share count unchanged in Q3 2026.
SEI Investments made up 0.08% of Cadent Capital Advisors's portfolio in Q3 2026, its #138 holding.
Cadent Capital Advisors first reported a position in SEI Investments in Q4 2020 and has held it in 24 quarters since.
Cadent Capital Advisors's SEI Investments position peaked at $436K in Q2 2025.
35 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.