Diversify Advisory Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Diversify Advisory Services's SEIC Position: Q1 2026 in Review
Diversify Advisory Services sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 13,060 shares — an estimated $1.12M sold.
Diversify Advisory Services first reported a position in SEIC in Q2 2025 and held it in 3 quarters. The position peaked at $1.12M in Q4 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Diversify Advisory Services reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
- Diversify Advisory Services sold 13,060 SEI Investments shares in Q1 2026, an estimated $1.12M.
- Diversify Advisory Services first reported a position in SEI Investments in Q2 2025 and held it in 3 quarters.
- Diversify Advisory Services's SEI Investments position peaked at $1.12M in Q4 2025.
- 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.