Independent Financial Group’s Sea Limited SE Stock Holding History

Independent Financial Group’s Portfolio SE Stock Details SE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Buy	+3,000	New	+$264K	0.01%	1268
2026 Q1	–	Sell	-1,758	Closed	-$224K	–	1519
2025 Q4	$224K	Sell	1,758 -211	-11%	-$31.3K	0.01%	1289
2025 Q3	$352K	Sell	1,969 -1,119	-36%	-$192K	0.01%	1009
2025 Q2	$494K	Buy	3,088 +241	+8%	+$34.9K	0.01%	789
2025 Q1	$372K	Buy	2,847 +402	+16%	+$49.9K	0.01%	839
2024 Q4	$259K	Sell	2,445 -1,065	-30%	-$112K	0.01%	959
2024 Q3	$331K	Buy	+3,510	New	+$265K	0.01%	834
2023 Q2	–	Sell	-6,657	Closed	-$576K	–	924
2023 Q1	$576K	Buy	+6,657	New	+$455K	0.05%	414
2022 Q1	–	Sell	-1,210	Closed	-$271K	–	849
2021 Q4	$271K	Buy	1,210 +218	+22%	+$65.1K	0.02%	637
2021 Q3	$316K	Buy	+992	New	+$304K	0.03%	513

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Independent Financial Group's SE Position: Q2 2026 in Review

Independent Financial Group opened a new position in Sea Limited (SE) in Q2 2026: 3,000 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #1268 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in SE as recently as Q4 2025.

Independent Financial Group first reported a position in SE in Q3 2021 and has held it in 10 quarters since. The position peaked at $576K in Q1 2023. 774 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Independent Financial Group held 3,000 shares of Sea Limited worth $287K as of Q2 2026.
Sea Limited was a new Independent Financial Group position in Q2 2026.
Sea Limited made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1268 holding.
Independent Financial Group first reported a position in Sea Limited in Q3 2021 and has held it in 10 quarters since.
Independent Financial Group's Sea Limited position peaked at $576K in Q1 2023.
774 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.