Jones Financial Companies
SEIS

Jones Financial Companies’s SEI Select Small Cap ETF SEIS Stock Holding History

Jones Financial Companies’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.18K Buy
+157
New +$4.9K ﹤0.01% 4078

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

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

Jones Financial Companies opened a new position in SEI Select Small Cap ETF (SEIS) in Q2 2026: 157 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #4078 among its holdings.

35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

  • Jones Financial Companies held 157 shares of SEI Select Small Cap ETF worth $5.18K as of Q2 2026.
  • SEI Select Small Cap ETF was a new Jones Financial Companies position in Q2 2026.
  • SEI Select Small Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4078 holding.
  • 35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

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