RFG Advisory’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
$242K Buy
2,763
+70
+3% +$6.11K ﹤0.01% 1013
2026
Q1
$211K Buy
+2,693
New +$222K ﹤0.01% 993

Other funds holding SEIC

RFG Advisory's SEIC Position: Q2 2026 in Review

RFG Advisory increased its SEI Investments (SEIC) stake by 2.6% in Q2 2026, buying an estimated $6.11K and bringing the position to 2,763 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

RFG Advisory first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • RFG Advisory held 2,763 shares of SEI Investments worth $242K as of Q2 2026.
  • RFG Advisory bought 70 SEI Investments shares in Q2 2026, an estimated $6.11K.
  • SEI Investments made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1013 holding.
  • RFG Advisory first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.