Focus Partners Wealth’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
$3.22M Sell
36,747
-72
-0.2% -$6.28K ﹤0.01% 1145
2026
Q1
$2.91M Buy
36,819
+7,832
+27% +$645K ﹤0.01% 1147
2025
Q4
$2.38M Buy
28,987
+6,662
+30% +$548K ﹤0.01% 1251
2025
Q3
$1.89M Buy
22,325
+18,208
+442% +$1.62M ﹤0.01% 1035
2025
Q2
$370K Buy
+4,117
New +$332K ﹤0.01% 1581
2025
Q1
Sell
-3,406
Closed -$281K 2016
2024
Q4
$281K Buy
+3,406
New +$267K ﹤0.01% 1580

Other funds holding SEIC

Focus Partners Wealth's SEIC Position: Q2 2026 in Review

Focus Partners Wealth reduced its SEI Investments (SEIC) stake by 0.2% in Q2 2026, selling an estimated $6.28K and leaving 36,747 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Focus Partners Wealth first reported a position in SEIC in Q4 2024 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Focus Partners Wealth held 36,747 shares of SEI Investments worth $3.22M as of Q2 2026.
  • Focus Partners Wealth sold 72 SEI Investments shares in Q2 2026, an estimated $6.28K.
  • SEI Investments made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1145 holding.
  • Focus Partners Wealth first reported a position in SEI Investments in Q4 2024 and has held it in 6 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.