JMN Financial’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
$585K Sell
6,674
-1,335
-17% -$116K 0.46% 53
2026
Q1
$628K Sell
8,009
-3,026
-27% -$249K 0.62% 35
2025
Q4
$911K Buy
+11,035
New +$907K 0.91% 17

Other funds holding SEIC

JMN Financial's SEIC Position: Q2 2026 in Review

JMN Financial reduced its SEI Investments (SEIC) stake by 17% in Q2 2026, selling an estimated $116K and leaving 6,674 shares worth $585K. The position accounts for 0.46% of the portfolio, ranked #53.

JMN Financial first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $911K in Q4 2025. 542 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • JMN Financial held 6,674 shares of SEI Investments worth $585K as of Q2 2026.
  • JMN Financial sold 1,335 SEI Investments shares in Q2 2026, an estimated $116K.
  • SEI Investments made up 0.46% of JMN Financial's portfolio in Q2 2026, its #53 holding.
  • JMN Financial first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's SEI Investments position peaked at $911K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.