Principal Securities’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
$948K Sell
10,811
-3,669
-25% -$320K 0.01% 803
2026
Q1
$1.14M Buy
14,480
+2,741
+23% +$226K 0.02% 683
2025
Q4
$963K Buy
11,739
+9,622
+455% +$791K 0.01% 708
2025
Q3
$180K Buy
2,117
+566
+36% +$50.3K ﹤0.01% 1337
2025
Q2
$139K Buy
1,551
+227
+17% +$18.3K ﹤0.01% 1393
2025
Q1
$109K Hold
1,324
﹤0.01% 1399
2024
Q4
$109K Buy
1,324
+155
+13% +$12.2K ﹤0.01% 1399
2024
Q3
$80.9K Buy
1,169
+96
+9% +$6.41K ﹤0.01% 1489
2024
Q2
$69.4K Buy
1,073
+26
+2% +$1.75K ﹤0.01% 1463
2024
Q1
$75.3K Buy
1,047
+8
+0.8% +$531 ﹤0.01% 1387
2023
Q4
$66K Buy
+1,039
New +$60.6K ﹤0.01% 1359

Other funds holding SEIC

Principal Securities's SEIC Position: Q2 2026 in Review

Principal Securities reduced its SEI Investments (SEIC) stake by 25% in Q2 2026, selling an estimated $320K and leaving 10,811 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #803.

Principal Securities first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Principal Securities held 10,811 shares of SEI Investments worth $948K as of Q2 2026.
  • Principal Securities sold 3,669 SEI Investments shares in Q2 2026, an estimated $320K.
  • SEI Investments made up 0.01% of Principal Securities's portfolio in Q2 2026, its #803 holding.
  • Principal Securities first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's SEI Investments position peaked at $1.14M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.