SummitTX Capital’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
$4.89M Buy
55,704
+47,542
+582% +$4.15M 0.13% 192
2026
Q1
$640K Sell
8,162
-18,068
-69% -$1.49M 0.02% 527
2025
Q4
$2.15M Buy
26,230
+22,649
+632% +$1.86M 0.06% 299
2025
Q3
$304K Sell
3,581
-25,214
-88% -$2.24M 0.01% 632
2025
Q2
$2.59M Sell
28,795
-13,537
-32% -$1.09M 0.11% 215
2025
Q1
$3.29M Buy
+42,332
New +$3.4M 0.14% 173

Other funds holding SEIC

SummitTX Capital's SEIC Position: Q2 2026 in Review

SummitTX Capital increased its SEI Investments (SEIC) stake by 582% in Q2 2026, buying an estimated $4.15M and bringing the position to 55,704 shares worth $4.89M. The position accounts for 0.13% of the portfolio, ranked #192.

SummitTX Capital first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • SummitTX Capital held 55,704 shares of SEI Investments worth $4.89M as of Q2 2026.
  • SummitTX Capital bought 47,542 SEI Investments shares in Q2 2026, an estimated $4.15M.
  • SEI Investments made up 0.13% of SummitTX Capital's portfolio in Q2 2026, its #192 holding.
  • SummitTX Capital first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.