Claro Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
Claro Advisors's SEIC Position: Q1 2026 in Review
Claro Advisors opened a new position in SEI Investments (SEIC) in Q1 2026: 3,025 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #435 among its holdings. This is a return to the name: Claro Advisors previously reported a position in SEIC as recently as Q2 2025.
Claro Advisors first reported a position in SEIC in Q4 2018 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Claro Advisors held 3,025 shares of SEI Investments worth $237K as of Q1 2026.
- SEI Investments was a new Claro Advisors position in Q1 2026.
- SEI Investments made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #435 holding.
- Claro Advisors first reported a position in SEI Investments in Q4 2018 and has held it in 3 quarters since.
- 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.