Keating Financial Advisory Services’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
$69.7K Buy
795
+249
+46% +$21.7K 0.01% 598
2026
Q1
$42.8K Sell
546
-27
-5% -$2.22K 0.01% 651
2025
Q4
$47K Buy
+573
New +$47.1K 0.01% 659

Other funds holding SEIC

Keating Financial Advisory Services's SEIC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its SEI Investments (SEIC) stake by 46% in Q2 2026, buying an estimated $21.7K and bringing the position to 795 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #598.

Keating Financial Advisory Services first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Keating Financial Advisory Services held 795 shares of SEI Investments worth $69.7K as of Q2 2026.
  • Keating Financial Advisory Services bought 249 SEI Investments shares in Q2 2026, an estimated $21.7K.
  • SEI Investments made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #598 holding.
  • Keating Financial Advisory Services first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.