Kestra Advisory Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
Kestra Advisory Services's SEIC Position: Q1 2026 in Review
Kestra Advisory Services reduced its SEI Investments (SEIC) stake by 24% in Q1 2026, selling an estimated $86.9K and leaving 3,318 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.
Kestra Advisory Services first reported a position in SEIC in Q2 2021 and has held it in 16 quarters since. The position peaked at $359K in Q4 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Kestra Advisory Services held 3,318 shares of SEI Investments worth $260K as of Q1 2026.
- Kestra Advisory Services sold 1,055 SEI Investments shares in Q1 2026, an estimated $86.9K.
- SEI Investments made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2747 holding.
- Kestra Advisory Services first reported a position in SEI Investments in Q2 2021 and has held it in 16 quarters since.
- Kestra Advisory Services's SEI Investments position peaked at $359K in Q4 2025.
- 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.