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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
Q3 		$619K Sell
6,032
-21
-0.3% -$2.18K 0.12% 142
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Baker Tilly Wealth Management's SEIC Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its SEI Investments (SEIC) stake by 0.35% in Q3 2026, selling an estimated $2.18K and leaving 6,032 shares worth $619K. The position accounts for 0.12% of the portfolio, ranked #142.

Baker Tilly Wealth Management first reported a position in SEIC in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.56M in Q2 2023. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Baker Tilly Wealth Management held 6,032 shares of SEI Investments worth $619K as of Q3 2026.
  • Baker Tilly Wealth Management sold 21 SEI Investments shares in Q3 2026, an estimated $2.18K.
  • SEI Investments made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Baker Tilly Wealth Management first reported a position in SEI Investments in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's SEI Investments position peaked at $1.56M in Q2 2023.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.