BFC Planning, Inc.’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
BFC Planning, Inc.'s SEIC Position: Q2 2026 in Review
BFC Planning, Inc. reduced its SEI Investments (SEIC) stake by 10% in Q2 2026, selling an estimated $4.8K and leaving 470 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.
BFC Planning, Inc. first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.2K in Q1 2026. 579 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- BFC Planning, Inc. held 470 shares of SEI Investments worth $41.2K as of Q2 2026.
- BFC Planning, Inc. sold 55 SEI Investments shares in Q2 2026, an estimated $4.8K.
- SEI Investments made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1657 holding.
- BFC Planning, Inc. first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
- BFC Planning, Inc.'s SEI Investments position peaked at $41.2K in Q1 2026.
- 579 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.