Essential 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
$6.58K Buy
+75
New +$6.54K ﹤0.01% 1406
2026
Q1
Sell
-20
Closed -$1.64K 2968
2025
Q4
$1.64K Buy
+20
New +$1.64K ﹤0.01% 1864

Other funds holding SEIC

Essential Partners's SEIC Position: Q2 2026 in Review

Essential Partners opened a new position in SEI Investments (SEIC) in Q2 2026: 75 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Essential Partners previously reported a position in SEIC as recently as Q4 2025.

Essential Partners first reported a position in SEIC in Q4 2025 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Essential Partners held 75 shares of SEI Investments worth $6.58K as of Q2 2026.
  • SEI Investments was a new Essential Partners position in Q2 2026.
  • SEI Investments made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1406 holding.
  • Essential Partners first reported a position in SEI Investments in Q4 2025 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.