Vest Financial’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
$5.69M Sell
64,900
-17,671
-21% -$1.54M 0.06% 239
2026
Q1
$6.48M Buy
82,571
+11,747
+17% +$967K 0.08% 207
2025
Q4
$5.81M Buy
70,824
+8,281
+13% +$681K 0.07% 197
2025
Q3
$5.31M Buy
62,543
+8,217
+15% +$730K 0.07% 182
2025
Q2
$4.88M Buy
54,326
+21,094
+63% +$1.7M 0.07% 159
2025
Q1
$2.58M Buy
+33,232
New +$2.67M 0.04% 212

Other funds holding SEIC

Vest Financial's SEIC Position: Q2 2026 in Review

Vest Financial reduced its SEI Investments (SEIC) stake by 21% in Q2 2026, selling an estimated $1.54M and leaving 64,900 shares worth $5.69M. The position accounts for 0.06% of the portfolio, ranked #239.

Vest Financial first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.48M in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Vest Financial held 64,900 shares of SEI Investments worth $5.69M as of Q2 2026.
  • Vest Financial sold 17,671 SEI Investments shares in Q2 2026, an estimated $1.54M.
  • SEI Investments made up 0.06% of Vest Financial's portfolio in Q2 2026, its #239 holding.
  • Vest Financial first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's SEI Investments position peaked at $6.48M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.