Yousif Capital Management’s SEI Investments SEIC Stock Holding History

Yousif Capital Management’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Sell	26,241 -1,961	-7%	-$171K	0.03%	613
2026 Q1	$2.21M	Sell	28,202 -1,541	-5%	-$127K	0.03%	613
2025 Q4	$2.49M	Sell	29,743 -1,060	-3%	-$87.1K	0.03%	603
2025 Q3	$2.61M	Sell	30,803 -2,598	-8%	-$231K	0.03%	587
2025 Q2	$3M	Sell	33,401 -1,185	-3%	-$95.5K	0.03%	522
2025 Q1	$2.68M	Sell	34,586 -1,369	-4%	-$110K	0.03%	556
2024 Q4	$2.97M	Sell	35,955 -1,538	-4%	-$121K	0.03%	539
2024 Q3	$2.59M	Sell	37,493 -5,638	-13%	-$376K	0.03%	618
2024 Q2	$2.79M	Sell	43,131 -3,642	-8%	-$245K	0.03%	575
2024 Q1	$3.36M	Sell	46,773 -1,103	-2%	-$73.3K	0.04%	517
2023 Q4	$3.04M	Sell	47,876 -340	-0.7%	-$19.8K	0.04%	559
2023 Q3	$2.9M	Sell	48,216 -2,980	-6%	-$183K	0.04%	547
2023 Q2	$3.05M	Sell	51,196 -2,294	-4%	-$133K	0.04%	540
2023 Q1	$3.08M	Sell	53,490 -870	-2%	-$52.2K	0.04%	518
2022 Q4	$3.17M	Buy	54,360 +104	+0.2%	+$5.85K	0.04%	492
2022 Q3	$2.66M	Sell	54,256 -5,924	-10%	-$323K	0.04%	552
2022 Q2	$3.25M	Buy	60,180 +2,060	+4%	+$116K	0.04%	486
2022 Q1	$3.5M	Buy	58,120 +764	+1%	+$45.4K	0.04%	541
2021 Q4	$3.5M	Buy	+57,356	New	+$3.55M	0.04%	578

Other funds holding SEIC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Yousif Capital Management's SEIC Position: Q2 2026 in Review

Yousif Capital Management reduced its SEI Investments (SEIC) stake by 7% in Q2 2026, selling an estimated $171K and leaving 26,241 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #613.

Yousif Capital Management first reported a position in SEIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.5M in Q1 2022. 80 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Yousif Capital Management held 26,241 shares of SEI Investments worth $2.3M as of Q2 2026.
Yousif Capital Management sold 1,961 SEI Investments shares in Q2 2026, an estimated $171K.
SEI Investments made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #613 holding.
Yousif Capital Management first reported a position in SEI Investments in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's SEI Investments position peaked at $3.5M in Q1 2022.
80 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.