NewEdge 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
$503K Buy
5,730
+836
+17% +$72.9K ﹤0.01% 2145
2026
Q1
$384K Buy
4,894
+346
+8% +$28.5K ﹤0.01% 2170
2025
Q4
$373K Buy
4,548
+4,419
+3,426% +$363K ﹤0.01% 2170
2025
Q3
$10.9K Hold
129
﹤0.01% 3304
2025
Q2
$11.6K Buy
129
+4
+3% +$322 ﹤0.01% 3156
2025
Q1
$9.67K Sell
125
-2,568
-95% -$206K ﹤0.01% 3115
2024
Q4
$222K Sell
2,693
-366
-12% -$28.7K ﹤0.01% 2039
2024
Q3
$212K Sell
3,059
-1,447
-32% -$96.6K ﹤0.01% 1982
2024
Q2
$291K Buy
4,506
+4,344
+2,681% +$292K ﹤0.01% 1738
2024
Q1
$11.6K Sell
162
-75
-32% -$4.98K ﹤0.01% 2823
2023
Q4
$15.1K Sell
237
-251
-51% -$14.6K ﹤0.01% 2691
2023
Q3
$29.4K Buy
488
+307
+170% +$18.9K ﹤0.01% 2263
2023
Q2
$10.8K Buy
181
+99
+121% +$5.76K ﹤0.01% 2574
2023
Q1
$4.72K Sell
82
-1
-1% -$60 ﹤0.01% 2797
2022
Q4
$63 Buy
+83
New +$4.67K ﹤0.01% 3437
2018
Q3
Sell
-3,550
Closed -$224K 682
2018
Q2
$224K Buy
3,550
+246
+7% +$16.4K 0.02% 488
2018
Q1
$242K Buy
+3,304
New +$246K 0.03% 409

Other funds holding SEIC

NewEdge Advisors's SEIC Position: Q2 2026 in Review

NewEdge Advisors increased its SEI Investments (SEIC) stake by 17% in Q2 2026, buying an estimated $72.9K and bringing the position to 5,730 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

NewEdge Advisors first reported a position in SEIC in Q1 2018 and has held it in 17 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • NewEdge Advisors held 5,730 shares of SEI Investments worth $503K as of Q2 2026.
  • NewEdge Advisors bought 836 SEI Investments shares in Q2 2026, an estimated $72.9K.
  • SEI Investments made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2145 holding.
  • NewEdge Advisors first reported a position in SEI Investments in Q1 2018 and has held it in 17 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.