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Atria Wealth Solutions’s SEI Investments SEIC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-3,697
Closed -$287K – 1847
2025
Q1 		$287K Buy
+3,697
New +$297K ﹤0.01% 1490

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Wealth Solutions's SEIC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 3,697 shares — an estimated $287K sold.

Atria Wealth Solutions first reported a position in SEIC in Q1 2025 and held it in 1 quarter. The position peaked at $287K in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,697 SEI Investments shares in Q2 2025, an estimated $287K.
  • Atria Wealth Solutions first reported a position in SEI Investments in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's SEI Investments position peaked at $287K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.