CVA Family Office’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
$24.6K Buy
280
+8
+3% +$698 ﹤0.01% 764
2026
Q1
$21.3K Buy
272
+178
+189% +$14.7K ﹤0.01% 784
2025
Q4
$7.71K Hold
94
– – ﹤0.01% 830
2025
Q3
$7.98K Hold
94
– – ﹤0.01% 835
2025
Q2
$8.45K Hold
94
– – ﹤0.01% 829
2025
Q1
$7.3K Buy
94
+7
+8% +$563 ﹤0.01% 846
2024
Q4
$7.18K Hold
87
– – ﹤0.01% 840
2024
Q3
$6.02K Sell
87
-17
-16% -$1.14K ﹤0.01% 823
2024
Q2
$6.73K Buy
+104
New +$6.99K ﹤0.01% 796
2022
Q2
– Sell
-75
Closed -$5K – 984
2022
Q1
$5K Buy
75
+45
+150% +$2.68K ﹤0.01% 779
2021
Q4
$2K Buy
+30
New +$1.86K ﹤0.01% 846
2021
Q3
– Sell
-30
Closed -$2K – 793
2021
Q2
$2K Hold
30
– – ﹤0.01% 893
2021
Q1
$2K Buy
+30
New +$1.76K ﹤0.01% 714

Other funds holding SEIC

CVA Family Office's SEIC Position: Q2 2026 in Review

CVA Family Office increased its SEI Investments (SEIC) stake by 2.9% in Q2 2026, buying an estimated $698 and bringing the position to 280 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

CVA Family Office first reported a position in SEIC in Q1 2021 and has held it in 13 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • CVA Family Office held 280 shares of SEI Investments worth $24.6K as of Q2 2026.
  • CVA Family Office bought 8 SEI Investments shares in Q2 2026, an estimated $698.
  • SEI Investments made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #764 holding.
  • CVA Family Office first reported a position in SEI Investments in Q1 2021 and has held it in 13 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.