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Rossby Financial’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Rossby Financial’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
4,416
+483
+12% +$22.1K 0.04% 381
2026
Q1 		$164K Buy
+3,933
New +$166K 0.03% 423

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Rossby Financial's SEIV Position: Q2 2026 in Review

Rossby Financial increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 12% in Q2 2026, buying an estimated $22.1K and bringing the position to 4,416 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #381.

Rossby Financial first reported a position in SEIV in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Rossby Financial held 4,416 shares of SEI QiM U.S. Large Cap Value Active ETF worth $212K as of Q2 2026.
  • Rossby Financial bought 483 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $22.1K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #381 holding.
  • Rossby Financial first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.