Cape Investment Advisory’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
$2.46K Buy
+28
New +$2.44K ﹤0.01% 1204
2026
Q1
Sell
-29
Closed -$2.38K 1013
2025
Q4
$2.38K Buy
+29
New +$2.38K ﹤0.01% 1070

Other funds holding SEIC

Cape Investment Advisory's SEIC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in SEI Investments (SEIC) in Q2 2026: 28 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SEIC as recently as Q4 2025.

Cape Investment Advisory first reported a position in SEIC in Q4 2025 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Cape Investment Advisory held 28 shares of SEI Investments worth $2.46K as of Q2 2026.
  • SEI Investments was a new Cape Investment Advisory position in Q2 2026.
  • SEI Investments made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1204 holding.
  • Cape Investment Advisory first reported a position in SEI Investments in Q4 2025 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.