Superior Planning, LLC’s SEI Investments SEIC Stock Holding History

Superior Planning, LLC’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 Q3	$1.34K	Buy	+13	New	+$1.35K	﹤0.01%	1689

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Superior Planning, LLC's SEIC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SEI Investments (SEIC) in Q3 2026: 13 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #1689 among its holdings.

439 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Superior Planning, LLC held 13 shares of SEI Investments worth $1.34K as of Q3 2026.
SEI Investments was a new Superior Planning, LLC position in Q3 2026.
SEI Investments made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1689 holding.
439 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.