Kestra Private Wealth Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Kestra Private Wealth Services's SEIC Position: Q2 2026 in Review
Kestra Private Wealth Services reduced its SEI Investments (SEIC) stake by 71% in Q2 2026, selling an estimated $539K and leaving 2,470 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.
Kestra Private Wealth Services first reported a position in SEIC in Q1 2024 and has held it in 8 quarters since. The position peaked at $732K in Q4 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Kestra Private Wealth Services held 2,470 shares of SEI Investments worth $217K as of Q2 2026.
- Kestra Private Wealth Services sold 6,184 SEI Investments shares in Q2 2026, an estimated $539K.
- SEI Investments made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1664 holding.
- Kestra Private Wealth Services first reported a position in SEI Investments in Q1 2024 and has held it in 8 quarters since.
- Kestra Private Wealth Services's SEI Investments position peaked at $732K in Q4 2025.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.