Lido Advisors’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
$877K Sell
9,995
-2,441
-20% -$213K ﹤0.01% 1156
2026
Q1
$976K Sell
12,436
-2,285
-16% -$188K ﹤0.01% 977
2025
Q4
$1.25M Buy
14,721
+111
+0.8% +$9.12K ﹤0.01% 902
2025
Q3
$1.24M Buy
14,610
+993
+7% +$88.2K ﹤0.01% 855
2025
Q2
$1.22M Buy
+13,617
New +$1.1M ﹤0.01% 763
2024
Q3
Sell
-15,390
Closed -$996K 1544
2024
Q2
$996K Buy
+15,390
New +$1.03M 0.01% 667
2024
Q1
Sell
-17,775
Closed -$1.14M 1459
2023
Q4
$1.14M Sell
17,775
-17,846
-50% -$1.04M 0.01% 571
2023
Q3
$2.15M Buy
35,621
+2,630
+8% +$162K 0.02% 364
2023
Q2
$1.97M Buy
+32,991
New +$1.92M 0.01% 377
2023
Q1
Sell
-24,499
Closed -$1.43M 1235
2022
Q4
$1.43M Buy
24,499
+5,615
+30% +$316K 0.02% 342
2022
Q3
$926K Buy
+18,884
New +$1.03M 0.01% 380
2022
Q2
Sell
-4,921
Closed -$296K 1051
2022
Q1
$296K Buy
+4,921
New +$293K ﹤0.01% 819

Other funds holding SEIC

Lido Advisors's SEIC Position: Q2 2026 in Review

Lido Advisors reduced its SEI Investments (SEIC) stake by 20% in Q2 2026, selling an estimated $213K and leaving 9,995 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Lido Advisors first reported a position in SEIC in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.15M in Q3 2023. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Lido Advisors held 9,995 shares of SEI Investments worth $877K as of Q2 2026.
  • Lido Advisors sold 2,441 SEI Investments shares in Q2 2026, an estimated $213K.
  • SEI Investments made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1156 holding.
  • Lido Advisors first reported a position in SEI Investments in Q1 2022 and has held it in 12 quarters since.
  • Lido Advisors's SEI Investments position peaked at $2.15M in Q3 2023.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.