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

Silver Grove Financial Group’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 		$115K Sell
2,402
-151
-6% -$6.91K 0.06% 224
2026
Q1 		$106K Sell
2,553
-114
-4% -$4.81K 0.09% 131
2025
Q4 		$111K Buy
+2,667
New +$107K 0.1% 111

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

Silver Grove Financial Group's SEIV Position: Q2 2026 in Review

Silver Grove Financial Group reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 5.9% in Q2 2026, selling an estimated $6.91K and leaving 2,402 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #224.

Silver Grove Financial Group first reported a position in SEIV in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Silver Grove Financial Group held 2,402 shares of SEI QiM U.S. Large Cap Value Active ETF worth $115K as of Q2 2026.
  • Silver Grove Financial Group sold 151 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $6.91K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.06% of Silver Grove Financial Group's portfolio in Q2 2026, its #224 holding.
  • Silver Grove Financial Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2025 and has held it in 3 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 Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.