Focus Partners Advisor Solutions’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
$670K Sell
7,644
-4,500
-37% -$393K 0.01% 703
2026
Q1
$953K Buy
12,144
+187
+2% +$15.4K 0.01% 571
2025
Q4
$981K Buy
11,957
+141
+1% +$11.6K 0.01% 501
2025
Q3
$1M Sell
11,816
-280
-2% -$24.9K 0.01% 519
2025
Q2
$1.09M Buy
12,096
+1,403
+13% +$113K 0.01% 418
2025
Q1
$830K Sell
10,693
-1,667
-13% -$134K 0.01% 430
2024
Q4
$1.02M Buy
+12,360
New +$969K 0.02% 330

Other funds holding SEIC

Focus Partners Advisor Solutions's SEIC Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its SEI Investments (SEIC) stake by 37% in Q2 2026, selling an estimated $393K and leaving 7,644 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #703.

Focus Partners Advisor Solutions first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Focus Partners Advisor Solutions held 7,644 shares of SEI Investments worth $670K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 4,500 SEI Investments shares in Q2 2026, an estimated $393K.
  • SEI Investments made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #703 holding.
  • Focus Partners Advisor Solutions first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's SEI Investments position peaked at $1.09M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.