Corient Private Wealth
SEIC icon

Corient Private Wealth’s SEI Investments SEIC Stock Holding History

Corient Private Wealth’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 		$8.99M Buy
102,534
+10,246
+11% +$894K 0.01% 676
2026
Q1 		$7.18M Buy
92,288
+74,117
+408% +$6.1M 0.01% 736
2025
Q4 		$1.5M Sell
18,171
-3,494
-16% -$287K ﹤0.01% 1292
2025
Q3 		$1.84M Buy
21,665
+2,892
+15% +$257K ﹤0.01% 1099
2025
Q2 		$1.69M Buy
18,773
+6,438
+52% +$519K ﹤0.01% 1110
2025
Q1 		$958K Sell
12,335
-268
-2% -$21.5K ﹤0.01% 1297
2024
Q4 		$1.04M Sell
12,603
-4,446
-26% -$349K ﹤0.01% 1306
2024
Q3 		$1.18M Buy
17,049
+5,149
+43% +$344K ﹤0.01% 1324
2024
Q2 		$770K Buy
11,900
+210
+2% +$14.1K ﹤0.01% 1434
2024
Q1 		$841K Sell
11,690
-1,078
-8% -$71.6K ﹤0.01% 1372
2023
Q4 		$811K Buy
12,768
+4,131
+48% +$241K ﹤0.01% 1373
2023
Q3 		$520K Buy
+8,637
New +$531K ﹤0.01% 1480

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 $3.37T AUM 44.26% 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

Corient Private Wealth's SEIC Position: Q2 2026 in Review

Corient Private Wealth increased its SEI Investments (SEIC) stake by 11% in Q2 2026, buying an estimated $894K and bringing the position to 102,534 shares worth $8.99M. The position accounts for 0.01% of the portfolio, ranked #676.

Corient Private Wealth first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Corient Private Wealth held 102,534 shares of SEI Investments worth $8.99M as of Q2 2026.
  • Corient Private Wealth bought 10,246 SEI Investments shares in Q2 2026, an estimated $894K.
  • SEI Investments made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #676 holding.
  • Corient Private Wealth first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.