Dogwood Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Dogwood Wealth Management's SEIC Position: Q2 2026 in Review
Dogwood Wealth Management increased its SEI Investments (SEIC) stake by 1,850% in Q2 2026, buying an estimated $3.23K and bringing the position to 39 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #573.
Dogwood Wealth Management first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Dogwood Wealth Management held 39 shares of SEI Investments worth $3.42K as of Q2 2026.
- Dogwood Wealth Management bought 37 SEI Investments shares in Q2 2026, an estimated $3.23K.
- SEI Investments made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #573 holding.
- Dogwood Wealth Management first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.