Cresset Asset Management’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
$891K Sell
10,160
-48
-0.5% -$4.19K ﹤0.01% 947
2026
Q1
$801K Buy
10,208
+588
+6% +$48.4K ﹤0.01% 878
2025
Q4
$794K Sell
9,620
-348
-3% -$28.6K ﹤0.01% 883
2025
Q3
$846K Buy
9,968
+830
+9% +$73.7K ﹤0.01% 802
2025
Q2
$821K Sell
9,138
-4,622
-34% -$372K ﹤0.01% 742
2025
Q1
$1.07M Sell
13,760
-1,529
-10% -$123K 0.01% 754
2024
Q4
$1.26M Sell
15,289
-18,106
-54% -$1.42M 0.01% 707
2024
Q3
$2.31M Buy
33,395
+1,706
+5% +$114K 0.01% 739
2024
Q2
$2.05M Buy
31,689
+666
+2% +$44.8K 0.01% 712
2024
Q1
$2.23M Buy
31,023
+13,655
+79% +$907K 0.01% 594
2023
Q4
$1.11M Sell
17,368
-1,231
-7% -$71.8K 0.01% 859
2023
Q3
$1.12M Buy
18,599
+1,311
+8% +$80.6K ﹤0.01% 799
2023
Q2
$1.03M Buy
17,288
+312
+2% +$18.1K ﹤0.01% 932
2023
Q1
$977K Sell
16,976
-302
-2% -$18.1K 0.02% 346
2022
Q4
$24.4K Sell
17,278
-407
-2% -$22.9K ﹤0.01% 698
2022
Q3
$868K Buy
17,685
+448
+3% +$24.5K 0.01% 383
2022
Q2
$931K Buy
+17,237
New +$970K 0.01% 396
2019
Q2
Sell
-1,767
Closed -$92K 1469
2019
Q1
$92K Buy
1,767
+87
+5% +$4.36K ﹤0.01% 583
2018
Q4
$78K Buy
+1,680
New +$88.5K ﹤0.01% 383

Other funds holding SEIC

Cresset Asset Management's SEIC Position: Q2 2026 in Review

Cresset Asset Management reduced its SEI Investments (SEIC) stake by 0.47% in Q2 2026, selling an estimated $4.19K and leaving 10,160 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Cresset Asset Management first reported a position in SEIC in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.31M in Q3 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Cresset Asset Management held 10,160 shares of SEI Investments worth $891K as of Q2 2026.
  • Cresset Asset Management sold 48 SEI Investments shares in Q2 2026, an estimated $4.19K.
  • SEI Investments made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #947 holding.
  • Cresset Asset Management first reported a position in SEI Investments in Q4 2018 and has held it in 19 quarters since.
  • Cresset Asset Management's SEI Investments position peaked at $2.31M in Q3 2024.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.