Advisornet Financial’s SEI Investments SEIC Stock Holding History

Advisornet Financial’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	$526	Buy	6 +1	+20%	+$87	﹤0.01%	2096
2026 Q1	$392	Buy	5 +1	+25%	+$82	﹤0.01%	2116
2025 Q4	$328	Hold	4	–	–	﹤0.01%	2128
2025 Q3	$339	Sell	4 -1	-20%	-$89	﹤0.01%	2113
2025 Q2	$449	Hold	5	–	–	﹤0.01%	2074
2025 Q1	$388	Buy	+5	New	+$402	﹤0.01%	2007
2024 Q4	–	Sell	-10	Closed	-$692	–	2228
2024 Q3	$692	Sell	10 -10	-50%	-$668	﹤0.01%	1992
2024 Q2	$1.29K	Buy	20 +10	+100%	+$672	﹤0.01%	1740
2024 Q1	$719	Hold	10	–	–	﹤0.01%	1844
2023 Q4	$636	Buy	+10	New	+$583	﹤0.01%	2027
2023 Q2	–	Sell	-45	Closed	-$2.59K	–	2478
2023 Q1	$2.59K	Buy	45 +9	+25%	+$540	﹤0.01%	1638
2022 Q4	$2.1K	Buy	+36	New	+$2.02K	﹤0.01%	1657

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

Advisornet Financial's SEIC Position: Q2 2026 in Review

Advisornet Financial increased its SEI Investments (SEIC) stake by 20% in Q2 2026, buying an estimated $87 and bringing the position to 6 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Advisornet Financial first reported a position in SEIC in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.59K in Q1 2023. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Advisornet Financial held 6 shares of SEI Investments worth $526 as of Q2 2026.
Advisornet Financial bought 1 SEI Investments share in Q2 2026, an estimated $87.
SEI Investments made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2096 holding.
Advisornet Financial first reported a position in SEI Investments in Q4 2022 and has held it in 12 quarters since.
Advisornet Financial's SEI Investments position peaked at $2.59K in Q1 2023.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.