Edgestream Partners’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
$617K Buy
+7,031
New +$613K 0.02% 751
2024
Q4
Sell
-33,477
Closed -$2.32M 1058
2024
Q3
$2.32M Buy
+33,477
New +$2.23M 0.1% 358
2024
Q2
Sell
-6,873
Closed -$494K 1015
2024
Q1
$494K Sell
6,873
-41,326
-86% -$2.75M 0.02% 637
2023
Q4
$3.06M Buy
48,199
+26,730
+125% +$1.56M 0.22% 135
2023
Q3
$1.29M Buy
+21,469
New +$1.32M 0.1% 317

Other funds holding SEIC

Edgestream Partners's SEIC Position: Q2 2026 in Review

Edgestream Partners opened a new position in SEI Investments (SEIC) in Q2 2026: 7,031 shares worth $617K. The stake represents 0.02% of the portfolio and ranks #751 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SEIC as recently as Q3 2024.

Edgestream Partners first reported a position in SEIC in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.06M in Q4 2023. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Edgestream Partners held 7,031 shares of SEI Investments worth $617K as of Q2 2026.
  • SEI Investments was a new Edgestream Partners position in Q2 2026.
  • SEI Investments made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #751 holding.
  • Edgestream Partners first reported a position in SEI Investments in Q3 2023 and has held it in 5 quarters since.
  • Edgestream Partners's SEI Investments position peaked at $3.06M in Q4 2023.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.