Rothwell Investment Advisors, LLC’s SEI Investments SEIC Stock Holding History

Rothwell Investment Advisors, 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	$72.6K	Buy	+707	New	+$73.3K	0.04%	340

Other funds holding SEIC

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

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SEIC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in SEI Investments (SEIC) in Q3 2026: 707 shares worth $72.6K. The stake represents 0.04% of the portfolio and ranks #340 among its holdings.

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

Rothwell Investment Advisors, LLC held 707 shares of SEI Investments worth $72.6K as of Q3 2026.
SEI Investments was a new Rothwell Investment Advisors, LLC position in Q3 2026.
SEI Investments made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #340 holding.
310 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.