Twin Peaks Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Twin Peaks Wealth Advisors's SEIC Position: Q2 2026 in Review
Twin Peaks Wealth Advisors sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 125 shares — an estimated $9.81K sold.
Twin Peaks Wealth Advisors first reported a position in SEIC in Q2 2025 and held it in 2 quarters. The position peaked at $9.81K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Twin Peaks Wealth Advisors reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
- Twin Peaks Wealth Advisors sold 125 SEI Investments shares in Q2 2026, an estimated $9.81K.
- Twin Peaks Wealth Advisors first reported a position in SEI Investments in Q2 2025 and held it in 2 quarters.
- Twin Peaks Wealth Advisors's SEI Investments position peaked at $9.81K in Q1 2026.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.