Bay Harbor Wealth Management’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
$2.28K Buy
26
+9
+53% +$785 ﹤0.01% 618
2026
Q1
$1.33K Buy
17
+6
+55% +$494 ﹤0.01% 667
2025
Q4
$907 Buy
11
+4
+57% +$329 ﹤0.01% 669
2025
Q3
$593 Buy
7
+1
+17% +$89 ﹤0.01% 666
2025
Q2
$539 Buy
6
+3
+100% +$242 ﹤0.01% 621
2025
Q1
$232 Buy
+3
New +$241 ﹤0.01% 621

Other funds holding SEIC

Bay Harbor Wealth Management's SEIC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its SEI Investments (SEIC) stake by 53% in Q2 2026, buying an estimated $785 and bringing the position to 26 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Bay Harbor Wealth Management first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Bay Harbor Wealth Management held 26 shares of SEI Investments worth $2.28K as of Q2 2026.
  • Bay Harbor Wealth Management bought 9 SEI Investments shares in Q2 2026, an estimated $785.
  • SEI Investments made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Bay Harbor Wealth Management first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.