CCA
SEIC icon

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
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 0.14% 98
2024
Q4 		$343K Hold
4,157
– – 0.12% 105
2024
Q3 		$288K Sell
4,157
-334
-7% -$22.3K 0.1% 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
– – 0.13% 93
2023
Q2 		$268K Hold
4,491
– – 0.17% 97
2023
Q1 		$258K Hold
4,491
– – 0.15% 98
2022
Q4 		$262K Hold
4,491
– – 0.16% 97
2022
Q3 		$220K Hold
4,491
– – 0.13% 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

TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return