Cerity Partners’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
$3.01M Buy
34,363
+1,242
+4% +$108K ﹤0.01% 1346
2026
Q1
$2.6M Sell
33,121
-6,383
-16% -$526K ﹤0.01% 1336
2025
Q4
$3.24M Sell
39,504
-32,532
-45% -$2.67M ﹤0.01% 1131
2025
Q3
$6.11M Sell
72,036
-10,397
-13% -$924K 0.01% 773
2025
Q2
$7.41M Buy
82,433
+63,150
+327% +$5.09M 0.01% 648
2025
Q1
$1.5M Sell
19,283
-3,011
-14% -$242K ﹤0.01% 1249
2024
Q4
$1.8M Buy
22,294
+7,938
+55% +$623K ﹤0.01% 1156
2024
Q3
$993K Sell
14,356
-67
-0.5% -$4.47K ﹤0.01% 1394
2024
Q2
$933K Buy
14,423
+484
+3% +$32.5K ﹤0.01% 1256
2024
Q1
$1M Buy
13,939
+3,200
+30% +$213K ﹤0.01% 1277
2023
Q4
$682K Buy
10,739
+420
+4% +$24.5K ﹤0.01% 1136
2023
Q3
$622K Sell
10,319
-373
-3% -$22.9K ﹤0.01% 897
2023
Q2
$638K Buy
10,692
+10
+0.1% +$582 ﹤0.01% 1087
2023
Q1
$615K Buy
10,682
+95
+0.9% +$5.7K ﹤0.01% 1196
2022
Q4
$617K Buy
+10,587
New +$595K ﹤0.01% 850

Other funds holding SEIC

Cerity Partners's SEIC Position: Q2 2026 in Review

Cerity Partners increased its SEI Investments (SEIC) stake by 3.7% in Q2 2026, buying an estimated $108K and bringing the position to 34,363 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Cerity Partners first reported a position in SEIC in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.41M in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Cerity Partners held 34,363 shares of SEI Investments worth $3.01M as of Q2 2026.
  • Cerity Partners bought 1,242 SEI Investments shares in Q2 2026, an estimated $108K.
  • SEI Investments made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1346 holding.
  • Cerity Partners first reported a position in SEI Investments in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's SEI Investments position peaked at $7.41M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.