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CoreCap Advisors’s SEI Investments SEIC Stock Holding History

CoreCap Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$368K Buy
3,583
+3,362
+1,521% +$349K 0.01% 637
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CoreCap Advisors's SEIC Position: Q3 2026 in Review

CoreCap Advisors increased its SEI Investments (SEIC) stake by 1,521% in Q3 2026, buying an estimated $349K and bringing the position to 3,583 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #637.

CoreCap Advisors first reported a position in SEIC in Q4 2021 and has held it in 12 quarters since. The position peaked at $753K in Q1 2025. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • CoreCap Advisors held 3,583 shares of SEI Investments worth $368K as of Q3 2026.
  • CoreCap Advisors bought 3,362 SEI Investments shares in Q3 2026, an estimated $349K.
  • SEI Investments made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #637 holding.
  • CoreCap Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's SEI Investments position peaked at $753K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.