Evergreen Capital Management’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
$1.14M Buy
12,954
+3,150
+32% +$275K 0.02% 492
2026
Q1
$769K Buy
9,804
+1,804
+23% +$149K 0.02% 584
2025
Q4
$659K Buy
8,000
+409
+5% +$33.6K 0.01% 599
2025
Q3
$644K Buy
7,591
+836
+12% +$74.3K 0.02% 549
2025
Q2
$607K Buy
+6,755
New +$544K 0.02% 486

Other funds holding SEIC

Evergreen Capital Management's SEIC Position: Q2 2026 in Review

Evergreen Capital Management increased its SEI Investments (SEIC) stake by 32% in Q2 2026, buying an estimated $275K and bringing the position to 12,954 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #492.

Evergreen Capital Management first reported a position in SEIC in Q2 2025 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Evergreen Capital Management held 12,954 shares of SEI Investments worth $1.14M as of Q2 2026.
  • Evergreen Capital Management bought 3,150 SEI Investments shares in Q2 2026, an estimated $275K.
  • SEI Investments made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #492 holding.
  • Evergreen Capital Management first reported a position in SEI Investments in Q2 2025 and has held it in 5 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.