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Elevation Wealth Partners’s SEI Investments SEIC Stock Holding History

Elevation Wealth Partners’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 		$27.1K Buy
309
+152
+97% +$13.3K 0.01% 488
2026
Q1 		$12.3K Buy
157
+151
+2,517% +$12.4K ﹤0.01% 468
2025
Q4 		$493 Buy
6
+1
+20% +$82 ﹤0.01% 909
2025
Q3 		$425 Buy
+5
New +$444 ﹤0.01% 825

Other funds holding SEIC

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Elevation Wealth Partners's SEIC Position: Q2 2026 in Review

Elevation Wealth Partners increased its SEI Investments (SEIC) stake by 97% in Q2 2026, buying an estimated $13.3K and bringing the position to 309 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #488.

Elevation Wealth Partners first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Elevation Wealth Partners held 309 shares of SEI Investments worth $27.1K as of Q2 2026.
  • Elevation Wealth Partners bought 152 SEI Investments shares in Q2 2026, an estimated $13.3K.
  • SEI Investments made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #488 holding.
  • Elevation Wealth Partners first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.