Smartleaf Asset Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.1K Hold
313
﹤0.01% 1846
2026
Q1
$24.2K Sell
313
-2
-0.6% -$165 ﹤0.01% 1844
2025
Q4
$26.2K Buy
315
+26
+9% +$2.14K ﹤0.01% 1887
2025
Q3
$24.7K Buy
289
+73
+34% +$6.49K ﹤0.01% 1726
2025
Q2
$19.3K Sell
216
-254
-54% -$20.5K ﹤0.01% 1570
2025
Q1
$36.2K Buy
470
+31
+7% +$2.49K ﹤0.01% 1314
2024
Q4
$36.3K Buy
439
+61
+16% +$4.79K ﹤0.01% 1331
2024
Q3
$26.2K Buy
378
+203
+116% +$13.6K ﹤0.01% 1196
2024
Q2
$11.3K Buy
175
+3
+2% +$202 ﹤0.01% 1343
2024
Q1
$12.4K Buy
172
+154
+856% +$10.2K ﹤0.01% 964
2023
Q4
$1.15K Buy
+18
New +$1.05K ﹤0.01% 1028

Other funds holding SEIC

Smartleaf Asset Management's SEIC Position: Q2 2026 in Review

Smartleaf Asset Management held its SEI Investments (SEIC) position steady in Q2 2026 at 313 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Smartleaf Asset Management first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.3K in Q4 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Smartleaf Asset Management held 313 shares of SEI Investments worth $27.1K as of Q2 2026.
  • Smartleaf Asset Management left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1846 holding.
  • Smartleaf Asset Management first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's SEI Investments position peaked at $36.3K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.