Cornerstone Financial Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Cornerstone Financial Management's SEIC Position: Q2 2026 in Review
Cornerstone Financial Management reduced its SEI Investments (SEIC) stake by 39% in Q2 2026, selling an estimated $785 and leaving 14 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.
Cornerstone Financial Management first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8K in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Cornerstone Financial Management held 14 shares of SEI Investments worth $1.23K as of Q2 2026.
- Cornerstone Financial Management sold 9 SEI Investments shares in Q2 2026, an estimated $785.
- SEI Investments made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1014 holding.
- Cornerstone Financial Management first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
- Cornerstone Financial Management's SEI Investments position peaked at $1.8K in Q1 2026.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.