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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,531
Closed -$512K – 553
2025
Q1 		$512K Sell
21,531
-324
-1% -$7.71K 0.07% 290
2024
Q4 		$560K Buy
+21,855
New +$560K 0.08% 267