EverSource Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
EverSource Wealth Advisors's SEIC Position: Q2 2026 in Review
EverSource Wealth Advisors reduced its SEI Investments (SEIC) stake by 38% in Q2 2026, selling an estimated $118K and leaving 2,184 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1023.
EverSource Wealth Advisors first reported a position in SEIC in Q2 2022 and has held it in 17 quarters since. The position peaked at $278K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- EverSource Wealth Advisors held 2,184 shares of SEI Investments worth $192K as of Q2 2026.
- EverSource Wealth Advisors sold 1,356 SEI Investments shares in Q2 2026, an estimated $118K.
- SEI Investments made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1023 holding.
- EverSource Wealth Advisors first reported a position in SEI Investments in Q2 2022 and has held it in 17 quarters since.
- EverSource Wealth Advisors's SEI Investments position peaked at $278K in Q1 2026.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.