PFGIA
SEIE

Patriot Financial Group Insurance Agency’s SEI Select International Equity ETF SEIE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SEIE Stock Details SEIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Sell
10,187
-10,207
-50% -$355K 0.04% 367
2026
Q1 		$665K Buy
20,394
+9,713
+91% +$328K 0.04% 383
2025
Q4 		$347K Sell
10,681
-218
-2% -$6.82K 0.04% 364
2025
Q3 		$332K Sell
10,899
-361
-3% -$10.8K 0.04% 358
2025
Q2 		$332K Sell
11,260
-37,446
-77% -$1.03M 0.04% 385
2025
Q1 		$1.28M Sell
48,706
-830
-2% -$21.3K 0.17% 147
2024
Q4 		$1.18M Buy
+49,536
New +$1.21M 0.16% 150

Other funds holding SEIE

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Patriot Financial Group Insurance Agency's SEIE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its SEI Select International Equity ETF (SEIE) stake by 50% in Q2 2026, selling an estimated $355K and leaving 10,187 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #367.

Patriot Financial Group Insurance Agency first reported a position in SEIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 24 funds tracked by Wall St. Rank hold SEIE as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,187 shares of SEI Select International Equity ETF worth $362K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,207 SEI Select International Equity ETF shares in Q2 2026, an estimated $355K.
  • SEI Select International Equity ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #367 holding.
  • Patriot Financial Group Insurance Agency first reported a position in SEI Select International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Patriot Financial Group Insurance Agency's SEI Select International Equity ETF position peaked at $1.28M in Q1 2025.
  • 24 funds tracked by Wall St. Rank held SEI Select International Equity ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.