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Cornerstone Planning Group’s SEI Investments SEIC Stock Holding History

Cornerstone Planning 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 		$2.17K Sell
22
-8
-27% -$698 ﹤0.01% 1308
2026
Q1 		$2.72K Hold
30
– – ﹤0.01% 1231
2025
Q4 		$2.58K Sell
30
-28
-48% -$2.3K ﹤0.01% 1138
2025
Q3 		$817 Buy
+58
New +$5.15K ﹤0.01% 1364

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JA
JLB & Associates Plymouth, Michigan $748M AUM 27.21% 1-Year Est. Return

Cornerstone Planning Group's SEIC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its SEI Investments (SEIC) stake by 27% in Q2 2026, selling an estimated $698 and leaving 22 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Cornerstone Planning Group first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.72K in Q1 2026. 323 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Cornerstone Planning Group held 22 shares of SEI Investments worth $2.17K as of Q2 2026.
  • Cornerstone Planning Group sold 8 SEI Investments shares in Q2 2026, an estimated $698.
  • SEI Investments made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1308 holding.
  • Cornerstone Planning Group first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's SEI Investments position peaked at $2.72K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.