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

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

DiNuzzo Private Wealth's SEIC Position: Q2 2026 in Review

DiNuzzo Private Wealth held its SEI Investments (SEIC) position steady in Q2 2026 at 28 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

DiNuzzo Private Wealth first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

DiNuzzo Private Wealth held 28 shares of SEI Investments worth $2.46K as of Q2 2026.
DiNuzzo Private Wealth left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #605 holding.
DiNuzzo Private Wealth first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's SEI Investments position peaked at $2.52K in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.