LPL Financial’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 | $13.8M | Sell |
156,953
-9,862
| -6% | -$860K | ﹤0.01% | 1861 |
|
|
2026
Q1 | $13.1M | Buy |
166,815
+18,692
| +13% | +$1.54M | ﹤0.01% | 1784 |
|
|
2025
Q4 | $12.1M | Buy |
148,123
+35,568
| +32% | +$2.92M | ﹤0.01% | 1761 |
|
|
2025
Q3 | $9.55M | Buy |
112,555
+13,500
| +14% | +$1.2M | ﹤0.01% | 1907 |
|
|
2025
Q2 | $8.9M | Buy |
99,055
+5,600
| +6% | +$451K | ﹤0.01% | 1832 |
|
|
2025
Q1 | $7.25M | Buy |
93,455
+5,291
| +6% | +$425K | ﹤0.01% | 1845 |
|
|
2024
Q4 | $7.27M | Buy |
88,164
+9,607
| +12% | +$754K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $5.44M | Buy |
78,557
+3,491
| +5% | +$233K | ﹤0.01% | 1931 |
|
|
2024
Q2 | $4.86M | Buy |
75,066
+9,189
| +14% | +$618K | ﹤0.01% | 1876 |
|
|
2024
Q1 | $4.74M | Sell |
65,877
-5,674
| -8% | -$377K | ﹤0.01% | 1830 |
|
|
2023
Q4 | $4.55M | Buy |
71,551
+9,375
| +15% | +$547K | ﹤0.01% | 1743 |
|
|
2023
Q3 | $3.74M | Buy |
62,176
+14,722
| +31% | +$905K | ﹤0.01% | 1773 |
|
|
2023
Q2 | $2.83M | Buy |
47,454
+3,890
| +9% | +$226K | ﹤0.01% | 1965 |
|
|
2023
Q1 | $2.51M | Sell |
43,564
-2,049
| -4% | -$123K | ﹤0.01% | 1962 |
|
|
2022
Q4 | $2.66M | Sell |
45,613
-134
| -0.3% | -$7.54K | ﹤0.01% | 1861 |
|
|
2022
Q3 | $2.24M | Sell |
45,747
-1,233
| -3% | -$67.3K | ﹤0.01% | 1890 |
|
|
2022
Q2 | $2.54M | Sell |
46,980
-4,803
| -9% | -$270K | ﹤0.01% | 1844 |
|
|
2022
Q1 | $3.12M | Sell |
51,783
-287
| -0.6% | -$17.1K | ﹤0.01% | 1722 |
|
|
2021
Q4 | $3.17M | Buy |
52,070
+1,698
| +3% | +$105K | ﹤0.01% | 1737 |
|
|
2021
Q3 | $2.99M | Buy |
50,372
+6,000
| +14% | +$366K | ﹤0.01% | 1749 |
|
|
2021
Q2 | $2.75M | Sell |
44,372
-15,300
| -26% | -$954K | ﹤0.01% | 1741 |
|
|
2021
Q1 | $3.64M | Sell |
59,672
-4,653
| -7% | -$273K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $3.7M | Buy |
64,325
+4,741
| +8% | +$259K | ﹤0.01% | 1283 |
|
|
2020
Q3 | $3.02M | Buy |
59,584
+22
| +0% | +$1.16K | ﹤0.01% | 1224 |
|
|
2020
Q2 | $3.27M | Buy |
59,562
+4,114
| +7% | +$215K | 0.01% | 1082 |
|
|
2020
Q1 | $2.57M | Sell |
55,448
-263
| -0.5% | -$15.6K | 0.01% | 1046 |
|
|
2019
Q4 | $3.65M | Buy |
55,711
+4,957
| +10% | +$308K | 0.01% | 993 |
|
|
2019
Q3 | $3.01M | Sell |
50,754
-2,054
| -4% | -$119K | 0.01% | 1015 |
|
|
2019
Q2 | $2.96M | Buy |
52,808
+803
| +2% | +$43.3K | 0.01% | 1025 |
|
|
2019
Q1 | $2.72M | Buy |
52,005
+9,627
| +23% | +$482K | 0.01% | 1021 |
|
|
2018
Q4 | $1.96M | Buy |
42,378
+1,682
| +4% | +$88.6K | 0.01% | 1090 |
|
|
2018
Q3 | $2.49M | Buy |
40,696
+815
| +2% | +$50.5K | 0.01% | 1036 |
|
|
2018
Q2 | $2.49M | Sell |
39,881
-4,964
| -11% | -$330K | 0.01% | 1004 |
|
|
2018
Q1 | $3.36M | Buy |
44,845
+17,221
| +62% | +$1.28M | 0.01% | 871 |
|
|
2017
Q4 | $1.99M | Buy |
27,624
+2,916
| +12% | +$195K | 0.01% | 1057 |
|
|
2017
Q3 | $1.51M | Buy |
24,708
+11,521
| +87% | +$654K | 0.01% | 1153 |
|
|
2017
Q2 | $709K | Sell |
13,187
-15,796
| -55% | -$814K | ﹤0.01% | 1613 |
|
|
2017
Q1 | $1.45M | Buy |
28,983
+444
| +2% | +$22.4K | 0.01% | 1016 |
|
|
2016
Q4 | $1.43M | Sell |
28,539
-1,930
| -6% | -$90.2K | 0.01% | 987 |
|
|
2016
Q3 | $1.36M | Buy |
30,469
+13,465
| +79% | +$631K | 0.01% | 983 |
|
|
2016
Q2 | $816K | Sell |
17,004
-17,776
| -51% | -$855K | 0.01% | 1305 |
|
|
2016
Q1 | $1.48M | Sell |
34,780
-940
| -3% | -$38.6K | ﹤0.01% | 1385 |
|
|
2015
Q4 | $1.84M | Buy |
+35,720
| New | +$1.86M | 0.01% | 1229 |
|
|
2015
Q3 | – | Sell |
-21,343
| Closed | -$1.05M | – | 2881 |
|
|
2015
Q2 | $1.05M | Buy |
21,343
+1,286
| +6% | +$60.5K | 0.01% | 1333 |
|
|
2015
Q1 | $885K | Buy |
20,057
+2,895
| +17% | +$121K | ﹤0.01% | 1444 |
|
|
2014
Q4 | $687K | Buy |
+17,162
| New | +$657K | ﹤0.01% | 1564 |
|
Other funds holding SEIC
BTW
AT
JA
LPL Financial's SEIC Position: Q2 2026 in Review
LPL Financial reduced its SEI Investments (SEIC) stake by 5.9% in Q2 2026, selling an estimated $860K and leaving 156,953 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.
LPL Financial first reported a position in SEIC in Q4 2014 and has held it in 46 quarters since. 320 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- LPL Financial held 156,953 shares of SEI Investments worth $13.8M as of Q2 2026.
- LPL Financial sold 9,862 SEI Investments shares in Q2 2026, an estimated $860K.
- SEI Investments made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1861 holding.
- LPL Financial first reported a position in SEI Investments in Q4 2014 and has held it in 46 quarters since.
- 320 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.