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Creative Planning SEIC Position History
SEI Investments Company • Financial Services
Quarters held
8
Latest value
$12M
Q3 2026
Peak value
$12M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $91K |
| Q3 2025 | $3.4M |
| Q4 2025 | $9M |
| Q1 2026 | $9.2M |
| Q2 2026 | $106K |
| Q2 2026 | $8.3M |
| Q3 2026 | $124K |
| Q3 2026 | $12M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12M | 116.7K | — | — |
| Q3 2026 | $124K | 1.2K | — | — |
| Q2 2026 | $8.3M | 94.8K | — | — |
| Q2 2026 | $106K | 1.2K | — | — |
| Q1 2026 | $9.2M | 116.8K | — | — |
| Q4 2025 | $9M | 110.0K | — | — |
| Q3 2025 | $3.4M | 40.3K | — | — |
| Q3 2025 | $91K | 1.1K | — | — |
Other funds holding SEIC
$415.2M
$377.9M
$372.9M
$372.9M
$357.2M
$328.4M
$324.5M
$296.8M