CoreCap Advisors’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.4K Buy
221
+51
+30% +$4.45K ﹤0.01% 1807
2026
Q1
$13.3K Sell
170
-327
-66% -$26.9K ﹤0.01% 1846
2025
Q4
$40.8K Sell
497
-6,156
-93% -$506K ﹤0.01% 1412
2025
Q3
$565K Sell
6,653
-1,320
-17% -$117K 0.02% 501
2025
Q2
$716K Sell
7,973
-1,733
-18% -$140K 0.03% 420
2025
Q1
$753K Buy
9,706
+589
+6% +$47.4K 0.03% 390
2024
Q4
$752K Buy
9,117
+9,030
+10,379% +$708K 0.03% 378
2024
Q3
$6.02K Buy
+87
New +$5.81K ﹤0.01% 1929
2022
Q4
$26.4K Buy
+453
New +$25.5K ﹤0.01% 1199
2022
Q3
Sell
-32
Closed -$2K 1806
2022
Q2
$2K Buy
+32
New +$1.8K ﹤0.01% 1907
2022
Q1
Sell
-14
Closed -$1K 1805
2021
Q4
$1K Buy
+14
New +$868 ﹤0.01% 2230

Other funds holding SEIC

CoreCap Advisors's SEIC Position: Q2 2026 in Review

CoreCap Advisors increased its SEI Investments (SEIC) stake by 30% in Q2 2026, buying an estimated $4.45K and bringing the position to 221 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

CoreCap Advisors first reported a position in SEIC in Q4 2021 and has held it in 11 quarters since. The position peaked at $753K in Q1 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • CoreCap Advisors held 221 shares of SEI Investments worth $19.4K as of Q2 2026.
  • CoreCap Advisors bought 51 SEI Investments shares in Q2 2026, an estimated $4.45K.
  • SEI Investments made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1807 holding.
  • CoreCap Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 11 quarters since.
  • CoreCap Advisors's SEI Investments position peaked at $753K in Q1 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.