Highline Wealth Partners’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
$789 Hold
9
﹤0.01% 1303
2026
Q1
$706 Hold
9
﹤0.01% 1189
2025
Q4
$738 Hold
9
﹤0.01% 943
2025
Q3
$764 Hold
9
﹤0.01% 954
2025
Q2
$809 Sell
9
-2
-18% -$161 ﹤0.01% 747
2025
Q1
$854 Buy
+11
New +$884 ﹤0.01% 769

Other funds holding SEIC

Highline Wealth Partners's SEIC Position: Q2 2026 in Review

Highline Wealth Partners held its SEI Investments (SEIC) position steady in Q2 2026 at 9 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Highline Wealth Partners first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $854 in Q1 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Highline Wealth Partners held 9 shares of SEI Investments worth $789 as of Q2 2026.
  • Highline Wealth Partners left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1303 holding.
  • Highline Wealth Partners first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's SEI Investments position peaked at $854 in Q1 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.