Align Financial’s SEI Investments SEIC Stock Holding History

Align 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 Q3	$308	Buy	+3	New	+$311	﹤0.01%	573

Other funds holding SEIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Align Financial's SEIC Position: Q3 2026 in Review

Align Financial opened a new position in SEI Investments (SEIC) in Q3 2026: 3 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings.

95 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Align Financial held 3 shares of SEI Investments worth $308 as of Q3 2026.
SEI Investments was a new Align Financial position in Q3 2026.
SEI Investments made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #573 holding.
95 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.