Summit Trail Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Summit Trail Advisors's SEIC Position: Q2 2026 in Review
Summit Trail Advisors reduced its SEI Investments (SEIC) stake by 12% in Q2 2026, selling an estimated $250K and leaving 21,432 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #652.
Summit Trail Advisors first reported a position in SEIC in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Summit Trail Advisors held 21,432 shares of SEI Investments worth $1.88M as of Q2 2026.
- Summit Trail Advisors sold 2,866 SEI Investments shares in Q2 2026, an estimated $250K.
- SEI Investments made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #652 holding.
- Summit Trail Advisors first reported a position in SEI Investments in Q4 2017 and has held it in 6 quarters since.
- Summit Trail Advisors's SEI Investments position peaked at $1.91M in Q1 2026.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.