Jones Financial Companies’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
$1.04M Buy
11,865
+4,920
+71% +$429K ﹤0.01% 1879
2026
Q1
$526K Buy
6,945
+6,320
+1,011% +$520K ﹤0.01% 2022
2025
Q4
$51.2K Buy
625
+181
+41% +$14.9K ﹤0.01% 2512
2025
Q3
$38K Buy
444
+74
+20% +$6.58K ﹤0.01% 2494
2025
Q2
$33.1K Buy
370
+78
+27% +$6.29K ﹤0.01% 2387
2025
Q1
$22.5K Buy
292
+104
+55% +$8.36K ﹤0.01% 2386
2024
Q4
$15.5K Buy
188
+13
+7% +$1.02K ﹤0.01% 2349
2024
Q3
$12.1K Buy
175
+11
+7% +$734 ﹤0.01% 2154
2024
Q2
$10.6K Hold
164
– – ﹤0.01% 1744
2024
Q1
$11.8K Buy
+164
New +$10.9K ﹤0.01% 1027

Other funds holding SEIC

Jones Financial Companies's SEIC Position: Q2 2026 in Review

Jones Financial Companies increased its SEI Investments (SEIC) stake by 71% in Q2 2026, buying an estimated $429K and bringing the position to 11,865 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Jones Financial Companies first reported a position in SEIC in Q1 2024 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Jones Financial Companies held 11,865 shares of SEI Investments worth $1.04M as of Q2 2026.
  • Jones Financial Companies bought 4,920 SEI Investments shares in Q2 2026, an estimated $429K.
  • SEI Investments made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1879 holding.
  • Jones Financial Companies first reported a position in SEI Investments in Q1 2024 and has held it in 10 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.