Action Point Financial Planning’s SEI Investments SEIC Stock Holding History

Action Point Financial Planning’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 Q2	$6.14K	Buy	+71	New	+$6.19K	﹤0.01%	1712

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's SEIC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SEI Investments (SEIC) in Q2 2026: 71 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

569 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Action Point Financial Planning held 71 shares of SEI Investments worth $6.14K as of Q2 2026.
SEI Investments was a new Action Point Financial Planning position in Q2 2026.
SEI Investments made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1712 holding.
569 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.