Karl Kapital’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
$7.79M Buy
88,816
+16,676
+23% +$1.45M 4.64% 6
2026
Q1
$5.66M Buy
72,140
+29,068
+67% +$2.39M 3.92% 10
2025
Q4
$3.53M Buy
+43,072
New +$3.54M 3.13% 15

Other funds holding SEIC

Karl Kapital's SEIC Position: Q2 2026 in Review

Karl Kapital increased its SEI Investments (SEIC) stake by 23% in Q2 2026, buying an estimated $1.45M and bringing the position to 88,816 shares worth $7.79M. The position accounts for 4.64% of the portfolio, ranked #6.

Karl Kapital first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Karl Kapital held 88,816 shares of SEI Investments worth $7.79M as of Q2 2026.
  • Karl Kapital bought 16,676 SEI Investments shares in Q2 2026, an estimated $1.45M.
  • SEI Investments made up 4.64% of Karl Kapital's portfolio in Q2 2026, its #6 holding.
  • Karl Kapital first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Karl Kapital's 13F filing for Q2 2026, filed 14 Aug 2026.