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 $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's SEIC Position: Q2 2026 in Review

Creative Planning reduced its SEI Investments (SEIC) stake by 18% in Q2 2026, selling an estimated $1.82M and leaving 95,983 shares worth $8.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Creative Planning first reported a position in SEIC in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.17M in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Creative Planning held 95,983 shares of SEI Investments worth $8.42M as of Q2 2026.
Creative Planning sold 20,844 SEI Investments shares in Q2 2026, an estimated $1.82M.
SEI Investments made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1010 holding.
Creative Planning first reported a position in SEI Investments in Q2 2013 and has held it in 52 quarters since.
Creative Planning's SEI Investments position peaked at $9.17M in Q1 2026.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.