IFP Advisors
SEG icon

IFP Advisors’s Seaport Entertainment Group SEG Stock Holding History

IFP Advisors’s Portfolio SEG Stock Details SEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$870 Buy
38
+9
+31% +$235 ﹤0.01% 4526
2026
Q2 		$771 Buy
29
+25
+625% +$588 ﹤0.01% 4577
2026
Q1 		$86 Buy
4
+2
+100% +$42 ﹤0.01% 4766
2025
Q4 		$40 Sell
2
-33
-94% -$740 ﹤0.01% 4726
2025
Q3 		$802 Buy
35
+5
+17% +$117 ﹤0.01% 4025
2025
Q2 		$745 Sell
30
-2
-6% -$38 ﹤0.01% 4312
2025
Q1 		$773 Hold
32
– – ﹤0.01% 3377
2024
Q4 		$1.01K Sell
32
-2
-6% -$58 ﹤0.01% 3277
2024
Q3 		$932 Buy
+34
New +$967 ﹤0.01% 3088

Other funds holding SEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFP Advisors's SEG Position: Q3 2026 in Review

IFP Advisors increased its Seaport Entertainment Group (SEG) stake by 31% in Q3 2026, buying an estimated $235 and bringing the position to 38 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #4526.

IFP Advisors first reported a position in SEG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.01K in Q4 2024. 47 funds tracked by Wall St. Rank hold SEG as of Q3 2026.

  • IFP Advisors held 38 shares of Seaport Entertainment Group worth $870 as of Q3 2026.
  • IFP Advisors bought 9 Seaport Entertainment Group shares in Q3 2026, an estimated $235.
  • Seaport Entertainment Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4526 holding.
  • IFP Advisors first reported a position in Seaport Entertainment Group in Q3 2024 and has held it in 9 quarters since.
  • IFP Advisors's Seaport Entertainment Group position peaked at $1.01K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held Seaport Entertainment Group as of Q3 2026.

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