Mather Group’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
$21.1K Sell
240
-22
-8% -$1.92K ﹤0.01% 1320
2026
Q1
$20.6K Buy
+262
New +$21.6K ﹤0.01% 1271
2025
Q4
Sell
-266
Closed -$22.6K 1470
2025
Q3
$22.6K Buy
+266
New +$23.6K ﹤0.01% 1094
2025
Q2
Sell
-313
Closed -$24.3K 1520
2025
Q1
$24.3K Hold
313
﹤0.01% 1047
2024
Q4
$25.8K Hold
313
﹤0.01% 1021
2024
Q3
$21.7K Sell
313
-463
-60% -$30.9K ﹤0.01% 1049
2024
Q2
$55.8K Buy
776
+500
+181% +$33.6K ﹤0.01% 970
2024
Q1
$17.5K Buy
+276
New +$18.3K ﹤0.01% 1082

Other funds holding SEIC

Mather Group's SEIC Position: Q2 2026 in Review

Mather Group reduced its SEI Investments (SEIC) stake by 8.4% in Q2 2026, selling an estimated $1.92K and leaving 240 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Mather Group first reported a position in SEIC in Q1 2024 and has held it in 8 quarters since. The position peaked at $55.8K in Q2 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Mather Group held 240 shares of SEI Investments worth $21.1K as of Q2 2026.
  • Mather Group sold 22 SEI Investments shares in Q2 2026, an estimated $1.92K.
  • SEI Investments made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1320 holding.
  • Mather Group first reported a position in SEI Investments in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's SEI Investments position peaked at $55.8K in Q2 2024.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.