Catalyst Financial Partners’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Catalyst Financial Partners's SEIC Position: Q2 2026 in Review
Catalyst Financial Partners reduced its SEI Investments (SEIC) stake by 47% in Q2 2026, selling an estimated $193K and leaving 2,490 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #389.
Catalyst Financial Partners first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $369K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Catalyst Financial Partners held 2,490 shares of SEI Investments worth $218K as of Q2 2026.
- Catalyst Financial Partners sold 2,212 SEI Investments shares in Q2 2026, an estimated $193K.
- SEI Investments made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #389 holding.
- Catalyst Financial Partners first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
- Catalyst Financial Partners's SEI Investments position peaked at $369K in Q1 2026.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.