Envestnet Portfolio Solutions
SEIC icon

Envestnet Portfolio Solutions’s SEI Investments SEIC Stock Holding History

Envestnet Portfolio Solutions’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 		$1.78M Buy
20,242
+626
+3% +$54.6K 0.01% 521
2026
Q1 		$1.54M Sell
19,616
-6,684
-25% -$550K 0.01% 515
2025
Q4 		$2.16M Buy
26,300
+1,351
+5% +$111K 0.01% 529
2025
Q3 		$2.12M Sell
24,949
-414
-2% -$36.8K 0.01% 512
2025
Q2 		$2.28M Buy
25,363
+13,760
+119% +$1.11M 0.01% 527
2025
Q1 		$901K Buy
11,603
+484
+4% +$38.9K ﹤0.01% 829
2024
Q4 		$917K Buy
11,119
+2,542
+30% +$199K ﹤0.01% 965
2024
Q3 		$593K Buy
8,577
+1,028
+14% +$68.6K ﹤0.01% 1108
2024
Q2 		$488K Buy
7,549
+2,681
+55% +$180K ﹤0.01% 1153
2024
Q1 		$350K Buy
4,868
+975
+25% +$64.8K ﹤0.01% 1279
2023
Q4 		$247K Buy
+3,893
New +$227K ﹤0.01% 1393

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Portfolio Solutions's SEIC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its SEI Investments (SEIC) stake by 3.2% in Q2 2026, buying an estimated $54.6K and bringing the position to 20,242 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #521.

Envestnet Portfolio Solutions first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Envestnet Portfolio Solutions held 20,242 shares of SEI Investments worth $1.78M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 626 SEI Investments shares in Q2 2026, an estimated $54.6K.
  • SEI Investments made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #521 holding.
  • Envestnet Portfolio Solutions first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's SEI Investments position peaked at $2.28M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.