SEI Investments
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SEI Investments’s Flexible Solutions FSI Stock Holding History

SEI Investments’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42,024
Closed -$283K – 3277
2025
Q4 		$283K Buy
+42,024
New +$332K ﹤0.01% 2769

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $209M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

SEI Investments's FSI Position: Q1 2026 in Review

SEI Investments sold out of Flexible Solutions (FSI) in Q1 2026, closing a stake of 42,024 shares — an estimated $283K sold.

SEI Investments first reported a position in FSI in Q4 2025 and held it in 1 quarter. The position peaked at $283K in Q4 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

  • SEI Investments reported no remaining Flexible Solutions position as of Q1 2026 after selling out during the quarter.
  • SEI Investments sold 42,024 Flexible Solutions shares in Q1 2026, an estimated $283K.
  • SEI Investments first reported a position in Flexible Solutions in Q4 2025 and held it in 1 quarter.
  • SEI Investments's Flexible Solutions position peaked at $283K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.