DiNuzzo Private Wealth’s SEI Investments SEIC Stock Holding History

DiNuzzo Private Wealth’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	$2.46K	Hold	28	–	–	﹤0.01%	605
2026 Q1	$2.2K	Hold	28	–	–	﹤0.01%	612
2025 Q4	$2.3K	Hold	28	–	–	﹤0.01%	593
2025 Q3	$2.47K	Hold	28	–	–	﹤0.01%	567
2025 Q2	$2.52K	Hold	28	–	–	﹤0.01%	543
2025 Q1	$2.17K	Buy	28 +1	+4%	+$80	﹤0.01%	567
2024 Q4	$2.23K	Hold	27	–	–	﹤0.01%	565
2024 Q3	$1.87K	Hold	27	–	–	﹤0.01%	641
2024 Q2	$1.75K	Buy	27 +4	+17%	+$269	﹤0.01%	567
2024 Q1	$1.65K	Hold	23	–	–	﹤0.01%	545
2023 Q4	$1.46K	Buy	+23	New	+$1.34K	﹤0.01%	558

Other funds holding SEIC

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return