Ground Swell Capital’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
Q4
Sell
-4,250
Closed -$361K 165
2025
Q3
$361K Buy
+4,250
New +$378K 0.79% 48
2014
Q3
$4K Buy
+100
New +$3.56K 0.01% 1591

Other funds holding SEIC

Ground Swell Capital's SEIC Position: Q4 2025 in Review

Ground Swell Capital sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 4,250 shares — an estimated $361K sold.

Ground Swell Capital first reported a position in SEIC in Q3 2014 and held it in 2 quarters. The position peaked at $361K in Q3 2025. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Ground Swell Capital reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 4,250 SEI Investments shares in Q4 2025, an estimated $361K.
  • Ground Swell Capital first reported a position in SEI Investments in Q3 2014 and held it in 2 quarters.
  • Ground Swell Capital's SEI Investments position peaked at $361K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.