Mirabella Financial Services’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
$321K Sell
3,657
-5,612
-61% -$490K 0.03% 422
2026
Q1
$727K Buy
+9,269
New +$763K 0.07% 183
2022
Q2
Sell
-11,465
Closed -$690K 686
2022
Q1
$690K Buy
+11,465
New +$682K 0.08% 204
2021
Q2
Sell
-3,307
Closed -$201K 393
2021
Q1
$201K Buy
+3,307
New +$194K 0.06% 255
2020
Q4
Sell
-6,201
Closed -$315K 468
2020
Q3
$315K Buy
+6,201
New +$328K 0.04% 201

Other funds holding SEIC

Mirabella Financial Services's SEIC Position: Q2 2026 in Review

Mirabella Financial Services reduced its SEI Investments (SEIC) stake by 61% in Q2 2026, selling an estimated $490K and leaving 3,657 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #422.

Mirabella Financial Services first reported a position in SEIC in Q3 2020 and has held it in 5 quarters since. The position peaked at $727K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Mirabella Financial Services held 3,657 shares of SEI Investments worth $321K as of Q2 2026.
  • Mirabella Financial Services sold 5,612 SEI Investments shares in Q2 2026, an estimated $490K.
  • SEI Investments made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #422 holding.
  • Mirabella Financial Services first reported a position in SEI Investments in Q3 2020 and has held it in 5 quarters since.
  • Mirabella Financial Services's SEI Investments position peaked at $727K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.