Callan Family Office’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
$2.89M Buy
32,957
+4,666
+16% +$407K 0.06% 299
2026
Q1
$2.22M Buy
28,291
+626
+2% +$51.5K 0.05% 327
2025
Q4
$2.27M Buy
+27,665
New +$2.27M 0.05% 328

Other funds holding SEIC

Callan Family Office's SEIC Position: Q2 2026 in Review

Callan Family Office increased its SEI Investments (SEIC) stake by 16% in Q2 2026, buying an estimated $407K and bringing the position to 32,957 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #299.

Callan Family Office first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Callan Family Office held 32,957 shares of SEI Investments worth $2.89M as of Q2 2026.
  • Callan Family Office bought 4,666 SEI Investments shares in Q2 2026, an estimated $407K.
  • SEI Investments made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #299 holding.
  • Callan Family Office first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.