Activest Wealth Management
SEIC icon

Activest Wealth Management’s SEI Investments SEIC Stock Holding History

Activest 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
2026
Q3 		$3.08K Hold
30
– – ﹤0.01% 759
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Activest Wealth Management's SEIC Position: Q3 2026 in Review

Activest Wealth Management held its SEI Investments (SEIC) position steady in Q3 2026 at 30 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Activest Wealth Management first reported a position in SEIC in Q4 2024 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Activest Wealth Management held 30 shares of SEI Investments worth $3.08K as of Q3 2026.
  • Activest Wealth Management left its SEI Investments share count unchanged in Q3 2026.
  • SEI Investments made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #759 holding.
  • Activest Wealth Management first reported a position in SEI Investments in Q4 2024 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.