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Essential Partners’s SEI Investments SEIC Stock Holding History

Essential 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 		$7.7K Hold
75
– – ﹤0.01% 1314
2026
Q2 		$6.58K Buy
+75
New +$6.54K ﹤0.01% 1406
2026
Q1 		– Sell
-20
Closed -$1.64K – 2968
2025
Q4 		$1.64K Buy
+20
New +$1.64K ﹤0.01% 1864

Other funds holding SEIC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
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

Essential Partners's SEIC Position: Q3 2026 in Review

Essential Partners held its SEI Investments (SEIC) position steady in Q3 2026 at 75 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Essential Partners first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Essential Partners held 75 shares of SEI Investments worth $7.7K as of Q3 2026.
  • Essential Partners left its SEI Investments share count unchanged in Q3 2026.
  • SEI Investments made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1314 holding.
  • Essential Partners first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.