Claro Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Claro Advisors's SEIC Position: Q2 2026 in Review
Claro Advisors reduced its SEI Investments (SEIC) stake by 6.1% in Q2 2026, selling an estimated $16.2K and leaving 2,839 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #457.
Claro Advisors first reported a position in SEIC in Q4 2018 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Claro Advisors held 2,839 shares of SEI Investments worth $249K as of Q2 2026.
- Claro Advisors sold 186 SEI Investments shares in Q2 2026, an estimated $16.2K.
- SEI Investments made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #457 holding.
- Claro Advisors first reported a position in SEI Investments in Q4 2018 and has held it in 4 quarters since.
- 573 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.