Confluence Wealth Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Confluence Wealth Services's SEIC Position: Q2 2026 in Review
Confluence Wealth Services increased its SEI Investments (SEIC) stake by 10% in Q2 2026, buying an estimated $128K and bringing the position to 16,138 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #190.
Confluence Wealth Services first reported a position in SEIC in Q4 2021 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Confluence Wealth Services held 16,138 shares of SEI Investments worth $1.42M as of Q2 2026.
- Confluence Wealth Services bought 1,464 SEI Investments shares in Q2 2026, an estimated $128K.
- SEI Investments made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #190 holding.
- Confluence Wealth Services first reported a position in SEI Investments in Q4 2021 and has held it in 4 quarters since.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.