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Chicago Partners Investment Group’s SEI Investments SEIC Stock Holding History

Chicago Partners Investment Group’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 		$482K Buy
4,985
+1,245
+33% +$109K 0.01% 1025
2026
Q1 		$317K Buy
+3,740
New +$308K 0.01% 1108
2025
Q3 		– Sell
-2,282
Closed -$205K – 1243
2025
Q2 		$205K Buy
+2,282
New +$184K 0.01% 1040

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

Chicago Partners Investment Group's SEIC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its SEI Investments (SEIC) stake by 33% in Q2 2026, buying an estimated $109K and bringing the position to 4,985 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1025.

Chicago Partners Investment Group first reported a position in SEIC in Q2 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Chicago Partners Investment Group held 4,985 shares of SEI Investments worth $482K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,245 SEI Investments shares in Q2 2026, an estimated $109K.
  • SEI Investments made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1025 holding.
  • Chicago Partners Investment Group first reported a position in SEI Investments in Q2 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.