Allworth Financial’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$77K Sell
878
-601
-41% -$52.4K ﹤0.01% 2131
2026
Q1
$116K Buy
1,479
+535
+57% +$44.1K ﹤0.01% 1749
2025
Q4
$77.5K Buy
944
+512
+119% +$42.1K ﹤0.01% 1914
2025
Q3
$36.6K Buy
432
+132
+44% +$11.7K ﹤0.01% 2319
2025
Q2
$27K Sell
300
-163
-35% -$13.1K ﹤0.01% 2326
2025
Q1
$36.5K Buy
463
+11
+2% +$884 ﹤0.01% 1716
2024
Q4
$38.1K Buy
452
+158
+54% +$12.4K ﹤0.01% 1715
2024
Q3
$20.3K Sell
294
-33
-10% -$2.2K ﹤0.01% 1905
2024
Q2
$21.4K Sell
327
-2
-0.6% -$134 ﹤0.01% 1841
2024
Q1
$23.7K Buy
329
+215
+189% +$14.3K ﹤0.01% 1677
2023
Q4
$7.25K Buy
114
+2
+2% +$117 ﹤0.01% 2112
2023
Q3
$6.75K Buy
112
+67
+149% +$4.12K ﹤0.01% 1987
2023
Q2
$2.68K Hold
45
– – ﹤0.01% 2370
2023
Q1
$2.59K Sell
45
-12
-21% -$720 ﹤0.01% 2302
2022
Q4
$3.32K Buy
57
+44
+338% +$2.48K ﹤0.01% 2053
2022
Q3
$1K Sell
13
-242
-95% -$13.2K ﹤0.01% 2490
2022
Q2
$14K Buy
255
+246
+2,733% +$13.8K ﹤0.01% 1415
2022
Q1
$1K Sell
9
-316
-97% -$18.8K ﹤0.01% 2012
2021
Q4
$20K Buy
325
+133
+69% +$8.24K ﹤0.01% 1129
2021
Q3
$11K Buy
+192
New +$11.7K ﹤0.01% 1301
2017
Q2
– Sell
-35
Closed -$2K – 816
2017
Q1
$2K Buy
+35
New +$1.77K ﹤0.01% 663

Other funds holding SEIC

Allworth Financial's SEIC Position: Q2 2026 in Review

Allworth Financial reduced its SEI Investments (SEIC) stake by 41% in Q2 2026, selling an estimated $52.4K and leaving 878 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Allworth Financial first reported a position in SEIC in Q1 2017 and has held it in 21 quarters since. The position peaked at $116K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Allworth Financial held 878 shares of SEI Investments worth $77K as of Q2 2026.
  • Allworth Financial sold 601 SEI Investments shares in Q2 2026, an estimated $52.4K.
  • SEI Investments made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2131 holding.
  • Allworth Financial first reported a position in SEI Investments in Q1 2017 and has held it in 21 quarters since.
  • Allworth Financial's SEI Investments position peaked at $116K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.