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
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: Q1 2026 in Review

Florida Financial Advisors opened a new position in SEI Investments (SEIC) in Q1 2026: 3,119 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings. This is a return to the name: Florida Financial Advisors previously reported a position in SEIC as recently as Q3 2025.

Florida Financial Advisors first reported a position in SEIC in Q4 2024 and has held it in 5 quarters since. The position peaked at $363K in Q2 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Florida Financial Advisors held 3,119 shares of SEI Investments worth $245K as of Q1 2026.
  • SEI Investments was a new Florida Financial Advisors position in Q1 2026.
  • SEI Investments made up 0.06% of Florida Financial Advisors's portfolio in Q1 2026, its #282 holding.
  • Florida Financial Advisors first reported a position in SEI Investments in Q4 2024 and has held it in 5 quarters since.
  • Florida Financial Advisors's SEI Investments position peaked at $363K in Q2 2025.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.