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Crestwood Advisors Group, LLC → SEIC
Crestwood Advisors Group, LLC SEIC Position History
SEI Investments Company • Financial Services
Quarters held
5
Latest value
$20.3M
Q3 2026
Peak value
$20.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q4 2025 | $4M |
| Q1 2026 | $15.4M |
| Q2 2026 | $17.3M |
| Q3 2026 | $20.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.3M | 197.4K | — | — |
| Q2 2026 | $17.3M | 197.1K | — | — |
| Q1 2026 | $15.4M | 196.2K | — | — |
| Q4 2025 | $4M | 48.8K | — | — |
| Q3 2025 | $4.1M | 48.8K | — | — |
Other funds holding SEIC
$415.2M
$377.9M
$372.9M
$372.9M
$357.2M
$328.4M
$324.5M
$296.8M