&Partners’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
$755K Sell
8,615
-6,628
-43% -$578K ﹤0.01% 1594
2026
Q1
$1.2M Buy
15,243
+1,146
+8% +$94.4K 0.01% 1198
2025
Q4
$1.16M Buy
14,097
+3,621
+35% +$298K 0.01% 1138
2025
Q3
$890K Buy
10,476
+2,486
+31% +$221K 0.01% 1144
2025
Q2
$718K Buy
+7,990
New +$644K 0.01% 1155

Other funds holding SEIC

&Partners's SEIC Position: Q2 2026 in Review

&Partners reduced its SEI Investments (SEIC) stake by 43% in Q2 2026, selling an estimated $578K and leaving 8,615 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

&Partners first reported a position in SEIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • &Partners held 8,615 shares of SEI Investments worth $755K as of Q2 2026.
  • &Partners sold 6,628 SEI Investments shares in Q2 2026, an estimated $578K.
  • SEI Investments made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1594 holding.
  • &Partners first reported a position in SEI Investments in Q2 2025 and has held it in 5 quarters since.
  • &Partners's SEI Investments position peaked at $1.2M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.