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Baker Tilly Wealth Management’s SEI Investments SEIC Stock Holding History

Baker Tilly Wealth Management’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 		$531K Sell
6,053
-208
-3% -$18.1K 0.11% 162
2026
Q1 		$491K Buy
6,261
+216
+4% +$17.8K 0.12% 160
2025
Q4 		$496K Sell
6,045
-1
-0% -$82 0.12% 160
2025
Q3 		$513K Sell
6,046
-20
-0.3% -$1.78K 0.12% 145
2025
Q2 		$545K Sell
6,066
-325
-5% -$26.2K 0.19% 112
2025
Q1 		$496K Buy
6,391
+488
+8% +$39.2K 0.19% 117
2024
Q4 		$487K Buy
5,903
+366
+7% +$28.7K 0.19% 119
2024
Q3 		$383K Buy
5,537
+1,016
+22% +$67.8K 0.17% 142
2024
Q2 		$292K Sell
4,521
-2,175
-32% -$146K 0.12% 200
2024
Q1 		$481K Buy
6,696
+72
+1% +$4.78K 0.09% 261
2023
Q4 		$421K Sell
6,624
-1,887
-22% -$110K 0.07% 323
2023
Q3 		$513K Sell
8,511
-17,640
-67% -$1.08M 0.08% 254
2023
Q2 		$1.56M Buy
26,151
+859
+3% +$50K 0.16% 133
2023
Q1 		$1.46M Buy
25,292
+1,670
+7% +$100K 0.16% 133
2022
Q4 		$1.38M Buy
23,622
+5,333
+29% +$300K 0.17% 139
2022
Q3 		$897K Sell
18,289
-1,027
-5% -$56.1K 0.12% 185
2022
Q2 		$1.04M Buy
19,316
+2,001
+12% +$113K 0.14% 160
2022
Q1 		$1.04M Buy
17,315
+3,139
+22% +$187K 0.12% 188
2021
Q4 		$864K Buy
14,176
+2,281
+19% +$141K 0.09% 234
2021
Q3 		$705K Buy
11,895
+2,416
+25% +$147K 0.09% 241
2021
Q2 		$587K Buy
9,479
+954
+11% +$59.5K 0.09% 240
2021
Q1 		$519K Buy
+8,525
New +$500K 0.11% 233

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 $3.37T AUM 44.26% 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

Baker Tilly Wealth Management's SEIC Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its SEI Investments (SEIC) stake by 3.3% in Q2 2026, selling an estimated $18.1K and leaving 6,053 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #162.

Baker Tilly Wealth Management first reported a position in SEIC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2023. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Baker Tilly Wealth Management held 6,053 shares of SEI Investments worth $531K as of Q2 2026.
  • Baker Tilly Wealth Management sold 208 SEI Investments shares in Q2 2026, an estimated $18.1K.
  • SEI Investments made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Baker Tilly Wealth Management first reported a position in SEI Investments in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's SEI Investments position peaked at $1.56M in Q2 2023.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.