Activest Wealth Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.63K Buy
30
+1
+3% +$87 ﹤0.01% 807
2026
Q1
$2.28K Hold
29
﹤0.01% 933
2025
Q4
$2.38K Buy
+29
New +$2.38K ﹤0.01% 865
2025
Q2
Sell
-5
Closed -$403 1173
2025
Q1
$388 Buy
5
+4
+400% +$322 ﹤0.01% 873
2024
Q4
$82 Buy
+1
New +$78 ﹤0.01% 709

Other funds holding SEIC

Activest Wealth Management's SEIC Position: Q2 2026 in Review

Activest Wealth Management increased its SEI Investments (SEIC) stake by 3.4% in Q2 2026, buying an estimated $87 and bringing the position to 30 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Activest Wealth Management first reported a position in SEIC in Q4 2024 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Activest Wealth Management held 30 shares of SEI Investments worth $2.63K as of Q2 2026.
  • Activest Wealth Management bought 1 SEI Investments share in Q2 2026, an estimated $87.
  • SEI Investments made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #807 holding.
  • Activest Wealth Management first reported a position in SEI Investments in Q4 2024 and has held it in 5 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.