Cetera Investment Advisers’s SEI Investments SEIC Stock Holding History

Cetera Investment Advisers’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	$2.64M	Sell	30,110 -7,930	-21%	-$692K	﹤0.01%	2155
2026 Q1	$2.98M	Buy	38,040 +9,086	+31%	+$748K	﹤0.01%	1910
2025 Q4	$2.37M	Buy	28,954 +15,041	+108%	+$1.24M	﹤0.01%	2061
2025 Q3	$1.18M	Buy	13,913 +3,023	+28%	+$269K	﹤0.01%	2633
2025 Q2	$979K	Buy	10,890 +4,308	+65%	+$347K	﹤0.01%	2390
2025 Q1	$511K	Buy	6,582 +1,364	+26%	+$110K	﹤0.01%	2826
2024 Q4	$430K	Buy	5,218 +285	+6%	+$22.4K	﹤0.01%	2798
2024 Q3	$341K	Buy	4,933 +421	+9%	+$28.1K	﹤0.01%	2959
2024 Q2	$292K	Sell	4,512 -495	-10%	-$33.3K	﹤0.01%	3052
2024 Q1	$360K	Buy	+5,007	New	+$333K	﹤0.01%	2876
2022 Q4	–	Sell	-5,084	Closed	-$249K	–	2161
2022 Q3	$249K	Sell	5,084 -1,002	-16%	-$54.7K	0.01%	1387
2022 Q2	$329K	Buy	6,086 +325	+6%	+$18.3K	0.01%	1352
2022 Q1	$347K	Sell	5,761 -331	-5%	-$19.7K	0.01%	1396
2021 Q4	$371K	Buy	6,092 +1,918	+46%	+$119K	0.01%	1369
2021 Q3	$247K	Buy	4,174 +284	+7%	+$17.3K	﹤0.01%	1556
2021 Q2	$241K	Buy	+3,890	New	+$242K	﹤0.01%	1556
2020 Q1	–	Sell	-3,679	Closed	-$241K	–	613
2019 Q4	$241K	Buy	3,679 +201	+6%	+$12.5K	0.02%	505
2019 Q3	$205K	Buy	+3,478	New	+$201K	0.02%	502

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

Cetera Investment Advisers's SEIC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its SEI Investments (SEIC) stake by 21% in Q2 2026, selling an estimated $692K and leaving 30,110 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Cetera Investment Advisers first reported a position in SEIC in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.98M in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Cetera Investment Advisers held 30,110 shares of SEI Investments worth $2.64M as of Q2 2026.
Cetera Investment Advisers sold 7,930 SEI Investments shares in Q2 2026, an estimated $692K.
SEI Investments made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2155 holding.
Cetera Investment Advisers first reported a position in SEI Investments in Q3 2019 and has held it in 18 quarters since.
Cetera Investment Advisers's SEI Investments position peaked at $2.98M in Q1 2026.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.