Pathstone Holdings’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Pathstone Holdings's SEIC Position: Q2 2026 in Review
Pathstone Holdings increased its SEI Investments (SEIC) stake by 167% in Q2 2026, buying an estimated $4.52M and bringing the position to 82,758 shares worth $7.26M. The position accounts for 0.02% of the portfolio, ranked #514.
Pathstone Holdings first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Pathstone Holdings held 82,758 shares of SEI Investments worth $7.26M as of Q2 2026.
- Pathstone Holdings bought 51,820 SEI Investments shares in Q2 2026, an estimated $4.52M.
- SEI Investments made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #514 holding.
- Pathstone Holdings first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.