Carbahal Olsen Financial Services Group’s SEI Investments SEIC Stock Holding History

Carbahal Olsen Financial Services Group’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	$351K	Hold	4,000	–	–	0.24%	28
2026 Q1	$314K	Hold	4,000	–	–	0.25%	28
2025 Q4	$328K	Hold	4,000	–	–	0.25%	27
2025 Q3	$339K	Hold	4,000	–	–	0.27%	25
2025 Q2	$359K	Hold	4,000	–	–	0.31%	21
2025 Q1	$311K	Hold	4,000	–	–	0.29%	24
2024 Q4	$330K	Buy	+4,000	New	+$314K	0.3%	21

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carbahal Olsen Financial Services Group's SEIC Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group held its SEI Investments (SEIC) position steady in Q2 2026 at 4,000 shares worth $351K. The position accounts for 0.24% of the portfolio, ranked #28.

Carbahal Olsen Financial Services Group first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Carbahal Olsen Financial Services Group held 4,000 shares of SEI Investments worth $351K as of Q2 2026.
Carbahal Olsen Financial Services Group left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.24% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #28 holding.
Carbahal Olsen Financial Services Group first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
Carbahal Olsen Financial Services Group's SEI Investments position peaked at $359K in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.