Transamerica Financial Advisors’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
$175 Sell
2
-27
-93% -$2.35K ﹤0.01% 1896
2026
Q1
$2.29K Buy
29
+8
+38% +$659 ﹤0.01% 1179
2025
Q4
$1.73K Buy
21
+3
+17% +$247 ﹤0.01% 1152
2025
Q3
$1.53K Buy
+18
New +$1.6K ﹤0.01% 1096

Other funds holding SEIC

Transamerica Financial Advisors's SEIC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its SEI Investments (SEIC) stake by 93% in Q2 2026, selling an estimated $2.35K and leaving 2 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Transamerica Financial Advisors first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.29K in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Transamerica Financial Advisors held 2 shares of SEI Investments worth $175 as of Q2 2026.
  • Transamerica Financial Advisors sold 27 SEI Investments shares in Q2 2026, an estimated $2.35K.
  • SEI Investments made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1896 holding.
  • Transamerica Financial Advisors first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's SEI Investments position peaked at $2.29K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.