Caitlin John’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Caitlin John's SEIC Position: Q2 2026 in Review
Caitlin John reduced its SEI Investments (SEIC) stake by 83% in Q2 2026, selling an estimated $264K and leaving 636 shares worth $55.8K. The position accounts for 0.03% of the portfolio, ranked #347.
Caitlin John first reported a position in SEIC in Q4 2023 and has held it in 9 quarters since. The position peaked at $487K in Q4 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Caitlin John held 636 shares of SEI Investments worth $55.8K as of Q2 2026.
- Caitlin John sold 3,031 SEI Investments shares in Q2 2026, an estimated $264K.
- SEI Investments made up 0.03% of Caitlin John's portfolio in Q2 2026, its #347 holding.
- Caitlin John first reported a position in SEI Investments in Q4 2023 and has held it in 9 quarters since.
- Caitlin John's SEI Investments position peaked at $487K in Q4 2025.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.