Caprock Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Caprock Group's SEIC Position: Q2 2026 in Review
Caprock Group increased its SEI Investments (SEIC) stake by 64% in Q2 2026, buying an estimated $143K and bringing the position to 4,196 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #965.
Caprock Group first reported a position in SEIC in Q3 2023 and has held it in 9 quarters since. The position peaked at $372K in Q4 2024. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Caprock Group held 4,196 shares of SEI Investments worth $368K as of Q2 2026.
- Caprock Group bought 1,642 SEI Investments shares in Q2 2026, an estimated $143K.
- SEI Investments made up 0.01% of Caprock Group's portfolio in Q2 2026, its #965 holding.
- Caprock Group first reported a position in SEI Investments in Q3 2023 and has held it in 9 quarters since.
- Caprock Group's SEI Investments position peaked at $372K in Q4 2024.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.