Creative Planning’s SEI Investments SEIC Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-900	Closed	-$338	–	2762
2022 Q4	$338	Buy	+900	New	+$50.6K	﹤0.01%	2460
2020 Q4	–	Sell	-1,500	Closed	-$1K	–	2445
2020 Q3	$1K	Hold	1,500	–	–	﹤0.01%	2124
2020 Q2	$3K	Hold	1,500	–	–	﹤0.01%	1937
2020 Q1	$15K	Hold	1,500	–	–	﹤0.01%	1749
2019 Q4	$1K	Buy	+1,500	New	+$93.3K	﹤0.01%	1979
2017 Q2	–	Sell	-1,600	Closed	-$1K	–	4804
2017 Q1	$1K	Hold	1,600	–	–	﹤0.01%	4494
2016 Q4	$1K	Hold	1,600	–	–	﹤0.01%	4484
2016 Q3	$1K	Hold	1,600	–	–	﹤0.01%	4434
2016 Q2	$1K	Buy	+1,600	New	+$77K	﹤0.01%	4204

Other funds holding SEIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's SEIC Position: Q1 2026 in Review

Creative Planning increased its SEI Investments (SEIC) stake by 6.2% in Q1 2026, buying an estimated $559K and bringing the position to 116,827 shares worth $9.17M. The position accounts for 0.01% of the portfolio, ranked #746.

Creative Planning first reported a position in SEIC in Q2 2013 and has held it in 51 quarters since. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Creative Planning held 116,827 shares of SEI Investments worth $9.17M as of Q1 2026.
Creative Planning bought 6,786 SEI Investments shares in Q1 2026, an estimated $559K.
SEI Investments made up 0.01% of Creative Planning's portfolio in Q1 2026, its #746 holding.
Creative Planning first reported a position in SEI Investments in Q2 2013 and has held it in 51 quarters since.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.