Northstar Financial Companies’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
$327K Buy
+3,727
New +$325K 0.22% 88
2025
Q2
– Sell
-3,663
Closed -$284K – 112
2025
Q1
$284K Buy
3,663
+22
+0.6% +$1.77K 0.31% 79
2024
Q4
$300K Buy
+3,641
New +$286K 0.28% 81

Other funds holding SEIC

Northstar Financial Companies's SEIC Position: Q2 2026 in Review

Northstar Financial Companies opened a new position in SEI Investments (SEIC) in Q2 2026: 3,727 shares worth $327K. The stake represents 0.22% of the portfolio and ranks #88 among its holdings. This is a return to the name: Northstar Financial Companies previously reported a position in SEIC as recently as Q1 2025.

Northstar Financial Companies first reported a position in SEIC in Q4 2024 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Northstar Financial Companies held 3,727 shares of SEI Investments worth $327K as of Q2 2026.
  • SEI Investments was a new Northstar Financial Companies position in Q2 2026.
  • SEI Investments made up 0.22% of Northstar Financial Companies's portfolio in Q2 2026, its #88 holding.
  • Northstar Financial Companies first reported a position in SEI Investments in Q4 2024 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.