Global Financial Private Client’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-20
Closed -$1.55K 1336
2025
Q1
$1.55K Buy
20
+13
+186% +$1.04K ﹤0.01% 939
2024
Q4
$577 Buy
+7
New +$549 ﹤0.01% 892

Other funds holding SEIC

Global Financial Private Client's SEIC Position: Q2 2025 in Review

Global Financial Private Client sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 20 shares — an estimated $1.55K sold.

Global Financial Private Client first reported a position in SEIC in Q4 2024 and held it in 2 quarters. The position peaked at $1.55K in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Global Financial Private Client reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 20 SEI Investments shares in Q2 2025, an estimated $1.55K.
  • Global Financial Private Client first reported a position in SEI Investments in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's SEI Investments position peaked at $1.55K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.