Congress Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
BGC
Congress Wealth Management's SEIC Position: Q2 2025 in Review
Congress Wealth Management opened a new position in SEI Investments (SEIC) in Q2 2025: 3,120 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in SEIC as recently as Q1 2022.
Congress Wealth Management first reported a position in SEIC in Q4 2021 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.
- Congress Wealth Management held 3,120 shares of SEI Investments worth $280K as of Q2 2025.
- SEI Investments was a new Congress Wealth Management position in Q2 2025.
- SEI Investments made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1085 holding.
- Congress Wealth Management first reported a position in SEI Investments in Q4 2021 and has held it in 3 quarters since.
- 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.