Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s SEI Investments SEIC Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10
Closed -$850 – 640
2026
Q2 		$850 Buy
+10
New +$872 ﹤0.01% 462

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Halbert Hargrove Global Advisors's SEIC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of SEI Investments (SEIC) in Q3 2026, closing a stake of 10 shares — an estimated $850 sold.

Halbert Hargrove Global Advisors first reported a position in SEIC in Q2 2026 and held it in 1 quarter. The position peaked at $850 in Q2 2026. 251 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining SEI Investments position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 10 SEI Investments shares in Q3 2026, an estimated $850.
  • Halbert Hargrove Global Advisors first reported a position in SEI Investments in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's SEI Investments position peaked at $850 in Q2 2026.
  • 251 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.