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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
Q3 		$45K Buy
438
+129
+42% +$13.4K 0.01% 422
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners's SEIC Position: Q3 2026 in Review

Elevation Wealth Partners increased its SEI Investments (SEIC) stake by 42% in Q3 2026, buying an estimated $13.4K and bringing the position to 438 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #422.

Elevation Wealth Partners first reported a position in SEIC in Q3 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Elevation Wealth Partners held 438 shares of SEI Investments worth $45K as of Q3 2026.
  • Elevation Wealth Partners bought 129 SEI Investments shares in Q3 2026, an estimated $13.4K.
  • SEI Investments made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #422 holding.
  • Elevation Wealth Partners first reported a position in SEI Investments in Q3 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.