Steward Partners Investment Advisory’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
$236K Sell
2,689
-1,368
-34% -$119K ﹤0.01% 2143
2026
Q1
$318K Buy
4,057
+417
+11% +$34.3K ﹤0.01% 1777
2025
Q4
$299K Buy
3,640
+813
+29% +$66.8K ﹤0.01% 1716
2025
Q3
$240K Buy
2,827
+1,412
+100% +$125K ﹤0.01% 1776
2025
Q2
$127K Buy
1,415
+271
+24% +$21.8K ﹤0.01% 1974
2025
Q1
$88.8K Buy
1,144
+185
+19% +$14.9K ﹤0.01% 2083
2024
Q4
$79.1K Sell
959
-647
-40% -$50.7K ﹤0.01% 2100
2024
Q3
$111K Buy
1,606
+90
+6% +$6.01K ﹤0.01% 1824
2024
Q2
$98.1K Buy
1,516
+132
+10% +$8.87K ﹤0.01% 1788
2024
Q1
$99.5K Buy
1,384
+369
+36% +$24.5K ﹤0.01% 1766
2023
Q4
$64.5K Buy
1,015
+150
+17% +$8.75K ﹤0.01% 1865
2023
Q3
$52.1K Sell
865
-674
-44% -$41.4K ﹤0.01% 1892
2023
Q2
$91.8K Sell
1,539
-348
-18% -$20.2K ﹤0.01% 1619
2023
Q1
$109K Sell
1,887
-39
-2% -$2.34K ﹤0.01% 1554
2022
Q4
$112K Buy
1,926
+10
+0.5% +$562 ﹤0.01% 1500
2022
Q3
$94K Buy
1,916
+121
+7% +$6.61K ﹤0.01% 1522
2022
Q2
$97K Buy
1,795
+189
+12% +$10.6K ﹤0.01% 1507
2022
Q1
$97K Sell
1,606
-95
-6% -$5.65K ﹤0.01% 1625
2021
Q4
$104K Sell
1,701
-95
-5% -$5.89K ﹤0.01% 1588
2021
Q3
$107K Buy
1,796
+1,672
+1,348% +$102K ﹤0.01% 1512
2021
Q2
$8K Buy
124
+80
+182% +$4.99K ﹤0.01% 6328
2021
Q1
$2.68K Hold
44
– – ﹤0.01% 3167
2020
Q4
$3K Buy
+44
New +$2.4K ﹤0.01% 2652
2020
Q1
– Sell
-73
Closed -$4K – 2680
2019
Q4
$4K Hold
73
– – ﹤0.01% 2313
2019
Q3
$4K Hold
73
– – ﹤0.01% 2312
2019
Q2
$4K Buy
+73
New +$3.94K ﹤0.01% 2295
2018
Q4
– Sell
-50
Closed -$3K – 1914
2018
Q3
$3K Hold
50
– – ﹤0.01% 2296
2018
Q2
$3K Sell
50
-178
-78% -$11.8K ﹤0.01% 2139
2018
Q1
$17K Buy
+228
New +$17K ﹤0.01% 1403

Other funds holding SEIC

Steward Partners Investment Advisory's SEIC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its SEI Investments (SEIC) stake by 34% in Q2 2026, selling an estimated $119K and leaving 2,689 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Steward Partners Investment Advisory first reported a position in SEIC in Q1 2018 and has held it in 29 quarters since. The position peaked at $318K in Q1 2026. 575 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Steward Partners Investment Advisory held 2,689 shares of SEI Investments worth $236K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,368 SEI Investments shares in Q2 2026, an estimated $119K.
  • SEI Investments made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2143 holding.
  • Steward Partners Investment Advisory first reported a position in SEI Investments in Q1 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's SEI Investments position peaked at $318K in Q1 2026.
  • 575 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.