Fortitude Family Office’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
$10.8K Buy
123
+20
+19% +$1.75K ﹤0.01% 746
2026
Q1
$8.08K Buy
103
+73
+243% +$6.01K ﹤0.01% 729
2025
Q4
$2.46K Sell
30
-14
-32% -$1.15K ﹤0.01% 1090
2025
Q3
$3.73K Buy
44
+3
+7% +$267 ﹤0.01% 928
2025
Q2
$3.68K Buy
+41
New +$3.3K ﹤0.01% 911

Other funds holding SEIC

Fortitude Family Office's SEIC Position: Q2 2026 in Review

Fortitude Family Office increased its SEI Investments (SEIC) stake by 19% in Q2 2026, buying an estimated $1.75K and bringing the position to 123 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Fortitude Family Office first reported a position in SEIC in Q2 2025 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Fortitude Family Office held 123 shares of SEI Investments worth $10.8K as of Q2 2026.
  • Fortitude Family Office bought 20 SEI Investments shares in Q2 2026, an estimated $1.75K.
  • SEI Investments made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #746 holding.
  • Fortitude Family Office first reported a position in SEI Investments in Q2 2025 and has held it in 5 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.