Clearstead Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Clearstead Advisors's SEIC Position: Q2 2026 in Review
Clearstead Advisors reduced its SEI Investments (SEIC) stake by 0.72% in Q2 2026, selling an estimated $3.92K and leaving 6,209 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #732.
Clearstead Advisors first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $565K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Clearstead Advisors held 6,209 shares of SEI Investments worth $545K as of Q2 2026.
- Clearstead Advisors sold 45 SEI Investments shares in Q2 2026, an estimated $3.92K.
- SEI Investments made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #732 holding.
- Clearstead Advisors first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
- Clearstead Advisors's SEI Investments position peaked at $565K in Q2 2025.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.