Kestra Private Wealth Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
Kestra Private Wealth Services's SEIC Position: Q1 2026 in Review
Kestra Private Wealth Services reduced its SEI Investments (SEIC) stake by 3.1% in Q1 2026, selling an estimated $22.7K and leaving 8,654 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #1046.
Kestra Private Wealth Services first reported a position in SEIC in Q1 2024 and has held it in 7 quarters since. The position peaked at $732K in Q4 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Kestra Private Wealth Services held 8,654 shares of SEI Investments worth $679K as of Q1 2026.
- Kestra Private Wealth Services sold 276 SEI Investments shares in Q1 2026, an estimated $22.7K.
- SEI Investments made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1046 holding.
- Kestra Private Wealth Services first reported a position in SEI Investments in Q1 2024 and has held it in 7 quarters since.
- Kestra Private Wealth Services's SEI Investments position peaked at $732K in Q4 2025.
- 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.