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Abich Financial Wealth Management’s SEI Investments SEIC Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$50.1K Buy
+591
New +$52.5K 0.02% 315
2024
Q3 		– Sell
-34
Closed -$2.2K – 772
2024
Q2 		$2.2K Sell
34
-8
-19% -$538 ﹤0.01% 471
2024
Q1 		$3.02K Buy
42
+8
+24% +$531 ﹤0.01% 341
2023
Q4 		$2.16K Buy
+34
New +$1.98K ﹤0.01% 314

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's SEIC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in SEI Investments (SEIC) in Q3 2025: 591 shares worth $50.1K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SEIC as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SEIC in Q4 2023 and has held it in 4 quarters since. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Abich Financial Wealth Management held 591 shares of SEI Investments worth $50.1K as of Q3 2025.
  • SEI Investments was a new Abich Financial Wealth Management position in Q3 2025.
  • SEI Investments made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #315 holding.
  • Abich Financial Wealth Management first reported a position in SEI Investments in Q4 2023 and has held it in 4 quarters since.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.