Carter Financial Group’s Sea Limited SE Stock Holding History

Carter Financial Group’s Portfolio SE Stock Details SE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,368	Closed	-$245K	–	131
2025 Q3	$245K	Buy	+1,368	New	+$234K	0.15%	98

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Carter Financial Group's SE Position: Q4 2025 in Review

Carter Financial Group sold out of Sea Limited (SE) in Q4 2025, closing a stake of 1,368 shares — an estimated $245K sold.

Carter Financial Group first reported a position in SE in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

Carter Financial Group reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
Carter Financial Group sold 1,368 Sea Limited shares in Q4 2025, an estimated $245K.
Carter Financial Group first reported a position in Sea Limited in Q3 2025 and held it in 1 quarter.
Carter Financial Group's Sea Limited position peaked at $245K in Q3 2025.
871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.