Richardson Financial Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Richardson Financial Services's SEIC Position: Q2 2026 in Review
Richardson Financial Services reduced its SEI Investments (SEIC) stake by 28% in Q2 2026, selling an estimated $3.14K and leaving 94 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #481.
Richardson Financial Services first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Richardson Financial Services held 94 shares of SEI Investments worth $8.24K as of Q2 2026.
- Richardson Financial Services sold 36 SEI Investments shares in Q2 2026, an estimated $3.14K.
- SEI Investments made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #481 holding.
- Richardson Financial Services first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
- Richardson Financial Services's SEI Investments position peaked at $10.2K in Q1 2026.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.