CX Institutional’s SEI Investments SEIC Stock Holding History

CX Institutional’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 Q3	$57K	Buy	552 +20	+4%	+$2.07K	﹤0.01%	993
2026 Q2	$47K	Buy	532 +164	+45%	+$14.3K	﹤0.01%	994
2026 Q1	$29K	Buy	+368	New	+$30.3K	﹤0.01%	1064
2020 Q4	–	Sell	-290	Closed	-$15K	–	907
2020 Q3	$15K	Sell	290 -44	-13%	-$2.32K	﹤0.01%	614
2020 Q2	$18K	Buy	334 +310	+1,292%	+$16.2K	﹤0.01%	467
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	753
2019 Q4	$2K	Sell	24 -26	-52%	-$1.62K	﹤0.01%	683
2019 Q3	$3K	Sell	50 -38	-43%	-$2.2K	﹤0.01%	690
2019 Q2	$5K	Sell	88 -344	-80%	-$18.5K	﹤0.01%	621
2019 Q1	$23K	Buy	+432	New	+$21.6K	﹤0.01%	393

Other funds holding SEIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

CX Institutional's SEIC Position: Q3 2026 in Review

CX Institutional increased its SEI Investments (SEIC) stake by 3.8% in Q3 2026, buying an estimated $2.07K and bringing the position to 552 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

CX Institutional first reported a position in SEIC in Q1 2019 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

CX Institutional held 552 shares of SEI Investments worth $57K as of Q3 2026.
CX Institutional bought 20 SEI Investments shares in Q3 2026, an estimated $2.07K.
SEI Investments made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #993 holding.
CX Institutional first reported a position in SEI Investments in Q1 2019 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.