EP Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
EP Wealth Advisors's SEIC Position: Q2 2026 in Review
EP Wealth Advisors opened a new position in SEI Investments (SEIC) in Q2 2026: 2,835 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SEIC as recently as Q2 2025.
EP Wealth Advisors first reported a position in SEIC in Q2 2025 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- EP Wealth Advisors held 2,835 shares of SEI Investments worth $249K as of Q2 2026.
- SEI Investments was a new EP Wealth Advisors position in Q2 2026.
- SEI Investments made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1397 holding.
- EP Wealth Advisors first reported a position in SEI Investments in Q2 2025 and has held it in 2 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.