Beaird Harris Wealth Management’s SEI Investments SEIC Stock Holding History

Beaird Harris 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	$2.28K	Hold	26	–	–	﹤0.01%	516
2026 Q1	$2.04K	Hold	26	–	–	﹤0.01%	495
2025 Q4	$2.13K	Sell	26 -16	-38%	-$1.31K	﹤0.01%	521
2025 Q3	$3.56K	Buy	42 +23	+121%	+$2.04K	﹤0.01%	458
2025 Q2	$1.71K	Buy	+19	New	+$1.53K	﹤0.01%	509

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaird Harris Wealth Management's SEIC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its SEI Investments (SEIC) position steady in Q2 2026 at 26 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Beaird Harris Wealth Management first reported a position in SEIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.56K in Q3 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Beaird Harris Wealth Management held 26 shares of SEI Investments worth $2.28K as of Q2 2026.
Beaird Harris Wealth Management left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #516 holding.
Beaird Harris Wealth Management first reported a position in SEI Investments in Q2 2025 and has held it in 5 quarters since.
Beaird Harris Wealth Management's SEI Investments position peaked at $3.56K in Q3 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.