Sequoia Financial Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Sequoia Financial Advisors's SEIC Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its SEI Investments (SEIC) stake by 19% in Q2 2026, selling an estimated $262K and leaving 12,812 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #891.
Sequoia Financial Advisors first reported a position in SEIC in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Sequoia Financial Advisors held 12,812 shares of SEI Investments worth $1.12M as of Q2 2026.
- Sequoia Financial Advisors sold 3,004 SEI Investments shares in Q2 2026, an estimated $262K.
- SEI Investments made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #891 holding.
- Sequoia Financial Advisors first reported a position in SEI Investments in Q4 2023 and has held it in 6 quarters since.
- Sequoia Financial Advisors's SEI Investments position peaked at $1.74M in Q4 2025.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.