PFGIA
SEIS

Patriot Financial Group Insurance Agency’s SEI Select Small Cap ETF SEIS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,010
Closed -$277K – 716
2026
Q1 		$277K Buy
+10,010
New +$289K 0.02% 587
2025
Q2 		– Sell
-21,531
Closed -$512K – 563
2025
Q1 		$512K Sell
21,531
-324
-1% -$8.22K 0.07% 290
2024
Q4 		$560K Buy
+21,855
New +$582K 0.08% 267

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 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
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
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of SEI Select Small Cap ETF (SEIS) in Q2 2026, closing a stake of 10,010 shares — an estimated $277K sold.

Patriot Financial Group Insurance Agency first reported a position in SEIS in Q4 2024 and held it in 3 quarters. The position peaked at $560K in Q4 2024. 15 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining SEI Select Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,010 SEI Select Small Cap ETF shares in Q2 2026, an estimated $277K.
  • Patriot Financial Group Insurance Agency first reported a position in SEI Select Small Cap ETF in Q4 2024 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's SEI Select Small Cap ETF position peaked at $560K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

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