AE Wealth Management’s SEI Investments SEIC Stock Holding History

AE 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 Q2	$560K	Buy	6,381 +1,154	+22%	+$101K	﹤0.01%	1170
2026 Q1	$410K	Buy	5,227 +977	+23%	+$80.5K	﹤0.01%	1207
2025 Q4	$349K	Buy	4,250 +114	+3%	+$9.37K	﹤0.01%	1236
2025 Q3	$351K	Buy	4,136 +459	+12%	+$40.8K	﹤0.01%	1117
2025 Q2	$330K	Sell	3,677 -177	-5%	-$14.3K	﹤0.01%	1077
2025 Q1	$299K	Buy	+3,854	New	+$310K	﹤0.01%	1085
2024 Q1	–	Sell	-12,789	Closed	-$817K	–	1831
2023 Q4	$817K	Sell	12,789 -4,598	-26%	-$268K	﹤0.01%	1229
2023 Q3	$1.05M	Buy	17,387 +2,348	+16%	+$144K	0.01%	1077
2023 Q2	$897K	Buy	15,039 +652	+5%	+$37.9K	0.01%	1133
2023 Q1	$828K	Buy	14,387 +871	+6%	+$52.2K	0.01%	1119
2022 Q4	$788K	Buy	13,516 +612	+5%	+$34.4K	0.01%	1092
2022 Q3	$633K	Buy	12,904 +3,654	+40%	+$200K	0.01%	1127
2022 Q2	$500K	Buy	+9,250	New	+$520K	﹤0.01%	1207

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

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

AE Wealth Management increased its SEI Investments (SEIC) stake by 22% in Q2 2026, buying an estimated $101K and bringing the position to 6,381 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

AE Wealth Management first reported a position in SEIC in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.05M in Q3 2023. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

AE Wealth Management held 6,381 shares of SEI Investments worth $560K as of Q2 2026.
AE Wealth Management bought 1,154 SEI Investments shares in Q2 2026, an estimated $101K.
SEI Investments made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1170 holding.
AE Wealth Management first reported a position in SEI Investments in Q2 2022 and has held it in 13 quarters since.
AE Wealth Management's SEI Investments position peaked at $1.05M in Q3 2023.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.