Empirical Wealth Management’s SEI Investments SEIC Stock Holding History

Empirical Wealth Management’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	$1.58M	Buy	17,980 +1,414	+9%	+$123K	0.02%	315
2026 Q1	$1.3M	Buy	16,566 +6,442	+64%	+$530K	0.02%	304
2025 Q4	$830K	Buy	10,124 +1,979	+24%	+$163K	0.01%	370
2025 Q3	$691K	Buy	8,145 +2,315	+40%	+$206K	0.01%	394
2025 Q2	$524K	Buy	5,830 +1,645	+39%	+$133K	0.01%	414
2025 Q1	$325K	Sell	4,185 -1,004	-19%	-$80.7K	0.01%	499
2024 Q4	$428K	Buy	5,189 +1,029	+25%	+$80.7K	0.01%	418
2024 Q3	$288K	Hold	4,160	–	–	0.01%	474
2024 Q2	$269K	Buy	4,160 +42	+1%	+$2.82K	0.01%	475
2024 Q1	$296K	Buy	4,118 +31	+0.8%	+$2.06K	0.01%	444
2023 Q4	$260K	Hold	4,087	–	–	0.01%	425
2023 Q3	$246K	Buy	+4,087	New	+$251K	0.01%	409

Other funds holding SEIC

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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) 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

Empirical Wealth Management's SEIC Position: Q2 2026 in Review

Empirical Wealth Management increased its SEI Investments (SEIC) stake by 8.5% in Q2 2026, buying an estimated $123K and bringing the position to 17,980 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #315.

Empirical Wealth Management first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Empirical Wealth Management held 17,980 shares of SEI Investments worth $1.58M as of Q2 2026.
Empirical Wealth Management bought 1,414 SEI Investments shares in Q2 2026, an estimated $123K.
SEI Investments made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #315 holding.
Empirical Wealth Management first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
175 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.