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Bogart Wealth LLC’s SEI Investments SEIC Stock Holding History

Bogart Wealth LLC’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 		$526 Sell
6
-12
-67% -$1.05K ﹤0.01% 1784
2026
Q1 		$1.41K Buy
+18
New +$1.48K ﹤0.01% 1358
2025
Q3 		– Sell
-58
Closed -$5.21K – 1583
2025
Q2 		$5.21K Buy
+58
New +$4.67K ﹤0.01% 933

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's SEIC Position: Q2 2026 in Review

Bogart Wealth LLC reduced its SEI Investments (SEIC) stake by 67% in Q2 2026, selling an estimated $1.05K and leaving 6 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Bogart Wealth LLC first reported a position in SEIC in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.21K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Bogart Wealth LLC held 6 shares of SEI Investments worth $526 as of Q2 2026.
  • Bogart Wealth LLC sold 12 SEI Investments shares in Q2 2026, an estimated $1.05K.
  • SEI Investments made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1784 holding.
  • Bogart Wealth LLC first reported a position in SEI Investments in Q2 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's SEI Investments position peaked at $5.21K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.