Florida Financial Advisors’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
$297K Buy
3,381
+262
+8% +$22.9K 0.05% 282
2026
Q1
$245K Buy
+3,119
New +$257K 0.06% 282
2025
Q4
Sell
-2,367
Closed -$201K 294
2025
Q3
$201K Sell
2,367
-1,674
-41% -$149K 0.06% 259
2025
Q2
$363K Sell
4,041
-173
-4% -$13.9K 0.12% 179
2025
Q1
$327K Sell
4,214
-35
-0.8% -$2.81K 0.13% 163
2024
Q4
$350K Buy
+4,249
New +$333K 0.16% 129

Other funds holding SEIC

Florida Financial Advisors's SEIC Position: Q2 2026 in Review

Florida Financial Advisors increased its SEI Investments (SEIC) stake by 8.4% in Q2 2026, buying an estimated $22.9K and bringing the position to 3,381 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #282.

Florida Financial Advisors first reported a position in SEIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $363K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Florida Financial Advisors held 3,381 shares of SEI Investments worth $297K as of Q2 2026.
  • Florida Financial Advisors bought 262 SEI Investments shares in Q2 2026, an estimated $22.9K.
  • SEI Investments made up 0.05% of Florida Financial Advisors's portfolio in Q2 2026, its #282 holding.
  • Florida Financial Advisors first reported a position in SEI Investments in Q4 2024 and has held it in 6 quarters since.
  • Florida Financial Advisors's SEI Investments position peaked at $363K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.