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Alliance Wealth Advisors (Utah)’s SEI Investments SEIC Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-3,179
Closed -$249K – 255
2026
Q1 		$249K Sell
3,179
-1,529
-32% -$126K 0.05% 210
2025
Q4 		$386K Sell
4,708
-1,300
-22% -$107K 0.08% 192
2025
Q3 		$510K Buy
6,008
+1,233
+26% +$110K 0.12% 175
2025
Q2 		$429K Buy
4,775
+1,128
+31% +$90.9K 0.1% 181
2025
Q1 		$283K Buy
3,647
+1,029
+39% +$82.7K 0.07% 218
2024
Q4 		$216K Buy
+2,618
New +$205K 0.06% 245

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SEIC Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 3,179 shares — an estimated $249K sold.

Alliance Wealth Advisors (Utah) first reported a position in SEIC in Q4 2024 and held it in 6 quarters. The position peaked at $510K in Q3 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 3,179 SEI Investments shares in Q2 2026, an estimated $249K.
  • Alliance Wealth Advisors (Utah) first reported a position in SEI Investments in Q4 2024 and held it in 6 quarters.
  • Alliance Wealth Advisors (Utah)'s SEI Investments position peaked at $510K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.