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Synergy Financial Group’s Sea Limited SE Stock Holding History

Synergy Financial Group’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,010
Closed -$256K – 131
2025
Q4 		$256K Hold
2,010
– – 0.18% 97
2025
Q3 		$359K Sell
2,010
-68
-3% -$11.7K 0.24% 70
2025
Q2 		$332K Sell
2,078
-228
-10% -$33K 0.24% 75
2025
Q1 		$301K Hold
2,306
– – 0.27% 76
2024
Q4 		$245K Hold
2,306
– – 0.2% 86
2024
Q3 		$217K Buy
+2,306
New +$174K 0.21% 89
2022
Q2 		– Sell
-2,803
Closed -$336K – 92
2022
Q1 		$336K Buy
2,803
+9
+0.3% +$1.27K 0.35% 68
2021
Q4 		$625K Buy
+2,794
New +$834K 0.56% 49

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Synergy Financial Group's SE Position: Q1 2026 in Review

Synergy Financial Group sold out of Sea Limited (SE) in Q1 2026, closing a stake of 2,010 shares — an estimated $256K sold.

Synergy Financial Group first reported a position in SE in Q4 2021 and held it in 8 quarters. The position peaked at $625K in Q4 2021. 752 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Synergy Financial Group reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 2,010 Sea Limited shares in Q1 2026, an estimated $256K.
  • Synergy Financial Group first reported a position in Sea Limited in Q4 2021 and held it in 8 quarters.
  • Synergy Financial Group's Sea Limited position peaked at $625K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.