Dakota Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Dakota Wealth Management's SEIC Position: Q2 2026 in Review
Dakota Wealth Management reduced its SEI Investments (SEIC) stake by 0.25% in Q2 2026, selling an estimated $785 and leaving 3,648 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #654.
Dakota Wealth Management first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Dakota Wealth Management held 3,648 shares of SEI Investments worth $320K as of Q2 2026.
- Dakota Wealth Management sold 9 SEI Investments shares in Q2 2026, an estimated $785.
- SEI Investments made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #654 holding.
- Dakota Wealth Management first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.