IMA Advisory Services’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
$7.11K Buy
81
+27
+50% +$2.35K ﹤0.01% 831
2026
Q1
$4.24K Sell
54
-2
-4% -$165 ﹤0.01% 446
2025
Q4
$4.62K Buy
+56
New +$4.6K ﹤0.01% 443

Other funds holding SEIC

IMA Advisory Services's SEIC Position: Q2 2026 in Review

IMA Advisory Services increased its SEI Investments (SEIC) stake by 50% in Q2 2026, buying an estimated $2.35K and bringing the position to 81 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

IMA Advisory Services first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • IMA Advisory Services held 81 shares of SEI Investments worth $7.11K as of Q2 2026.
  • IMA Advisory Services bought 27 SEI Investments shares in Q2 2026, an estimated $2.35K.
  • SEI Investments made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #831 holding.
  • IMA Advisory Services first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.