Moran Wealth Management
SEG icon

Moran Wealth Management’s Seaport Entertainment Group SEG Stock Holding History

Moran Wealth Management’s Portfolio SEG Stock Details SEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Buy
15,094
+764
+5% +$20K 0.01% 444
2026
Q2 		$381K Buy
14,330
+3,395
+31% +$79.8K 0.01% 435
2026
Q1 		$235K Buy
+10,935
New +$228K 0.01% 449

Other funds holding SEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Moran Wealth Management's SEG Position: Q3 2026 in Review

Moran Wealth Management increased its Seaport Entertainment Group (SEG) stake by 5.3% in Q3 2026, buying an estimated $20K and bringing the position to 15,094 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #444.

Moran Wealth Management first reported a position in SEG in Q1 2026 and has held it in 3 quarters since. The position peaked at $381K in Q2 2026. 35 funds tracked by Wall St. Rank hold SEG as of Q3 2026.

  • Moran Wealth Management held 15,094 shares of Seaport Entertainment Group worth $346K as of Q3 2026.
  • Moran Wealth Management bought 764 Seaport Entertainment Group shares in Q3 2026, an estimated $20K.
  • Seaport Entertainment Group made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #444 holding.
  • Moran Wealth Management first reported a position in Seaport Entertainment Group in Q1 2026 and has held it in 3 quarters since.
  • Moran Wealth Management's Seaport Entertainment Group position peaked at $381K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Seaport Entertainment Group as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.