Taylor Hoffman Capital 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
$6.56M Buy
74,794
+2,389
+3% +$208K 1.59% 17
2026
Q1
$5.68M Buy
72,405
+1,183
+2% +$97.4K 1.75% 16
2025
Q4
$5.84M Buy
71,222
+957
+1% +$78.7K 1.77% 17
2025
Q3
$5.96M Buy
70,265
+1,028
+1% +$91.3K 1.88% 16
2025
Q2
$6.22M Buy
69,237
+2,528
+4% +$204K 2.13% 15
2025
Q1
$5.16M Buy
66,709
+1,524
+2% +$123K 1.91% 16
2024
Q4
$5.38M Buy
65,185
+1,103
+2% +$86.5K 1.95% 16
2024
Q3
$4.79M Buy
+64,082
New +$4.28M 1.84% 18

Other funds holding SEIC

Taylor Hoffman Capital Management's SEIC Position: Q2 2026 in Review

Taylor Hoffman Capital Management increased its SEI Investments (SEIC) stake by 3.3% in Q2 2026, buying an estimated $208K and bringing the position to 74,794 shares worth $6.56M. The position accounts for 1.59% of the portfolio, ranked #17.

Taylor Hoffman Capital Management first reported a position in SEIC in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Taylor Hoffman Capital Management held 74,794 shares of SEI Investments worth $6.56M as of Q2 2026.
  • Taylor Hoffman Capital Management bought 2,389 SEI Investments shares in Q2 2026, an estimated $208K.
  • SEI Investments made up 1.59% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #17 holding.
  • Taylor Hoffman Capital Management first reported a position in SEI Investments in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.