Third View Private Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
BTW
AT
JA
Third View Private Wealth's SEIC Position: Q2 2026 in Review
Third View Private Wealth reduced its SEI Investments (SEIC) stake by 6.1% in Q2 2026, selling an estimated $195K and leaving 34,268 shares worth $3.01M. The position accounts for 0.37% of the portfolio, ranked #67.
Third View Private Wealth first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Third View Private Wealth held 34,268 shares of SEI Investments worth $3.01M as of Q2 2026.
- Third View Private Wealth sold 2,237 SEI Investments shares in Q2 2026, an estimated $195K.
- SEI Investments made up 0.37% of Third View Private Wealth's portfolio in Q2 2026, its #67 holding.
- Third View Private Wealth first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
- 293 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.