DHJJ Financial Advisors’s SEI Investments SEIC Stock Holding History

DHJJ Financial Advisors’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	$20.6K	Hold	235	–	–	0.01%	533
2026 Q1	$18.4K	Hold	235	–	–	0.01%	541
2025 Q4	$19.3K	Hold	235	–	–	0.01%	507
2025 Q3	$19.9K	Hold	235	–	–	0.01%	492
2025 Q2	$21.1K	Sell	235 -210	-47%	-$16.9K	0.01%	465
2025 Q1	$34.5K	Hold	445	–	–	0.01%	362
2024 Q4	$36.7K	Hold	445	–	–	0.01%	347
2024 Q3	$30.8K	Hold	445	–	–	0.01%	370
2024 Q2	$28.8K	Hold	445	–	–	0.01%	346
2024 Q1	$32K	Hold	445	–	–	0.01%	318
2023 Q4	$28.3K	Hold	445	–	–	0.01%	327
2023 Q3	$26.8K	Buy	+445	New	+$27.4K	0.01%	319

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

DHJJ Financial Advisors's SEIC Position: Q2 2026 in Review

DHJJ Financial Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 235 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #533.

DHJJ Financial Advisors first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.7K in Q4 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

DHJJ Financial Advisors held 235 shares of SEI Investments worth $20.6K as of Q2 2026.
DHJJ Financial Advisors left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #533 holding.
DHJJ Financial Advisors first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's SEI Investments position peaked at $36.7K in Q4 2024.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.