Park Square Financial 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
$1.67K Sell
19
-32
-63% -$2.79K 0.02% 180
2026
Q1
$4K Buy
+51
New +$4.2K 0.03% 162

Other funds holding SEIC

Park Square Financial Group's SEIC Position: Q2 2026 in Review

Park Square Financial Group reduced its SEI Investments (SEIC) stake by 63% in Q2 2026, selling an estimated $2.79K and leaving 19 shares worth $1.67K. The position accounts for 0.02% of the portfolio, ranked #180.

Park Square Financial Group first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Park Square Financial Group held 19 shares of SEI Investments worth $1.67K as of Q2 2026.
  • Park Square Financial Group sold 32 SEI Investments shares in Q2 2026, an estimated $2.79K.
  • SEI Investments made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #180 holding.
  • Park Square Financial Group first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
  • Park Square Financial Group's SEI Investments position peaked at $4K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.