Avion Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Avion Wealth's SEIC Position: Q2 2026 in Review
Avion Wealth increased its SEI Investments (SEIC) stake by 9.5% in Q2 2026, buying an estimated $523 and bringing the position to 69 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #758.
Avion Wealth first reported a position in SEIC in Q1 2023 and has held it in 14 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Avion Wealth held 69 shares of SEI Investments worth $6K as of Q2 2026.
- Avion Wealth bought 6 SEI Investments shares in Q2 2026, an estimated $523.
- SEI Investments made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #758 holding.
- Avion Wealth first reported a position in SEI Investments in Q1 2023 and has held it in 14 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.