FFA
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Farther Finance Advisors’s SEI Investments SEIC Stock Holding History

Farther Finance Advisors’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 		$163K Buy
1,585
+300
+23% +$31.1K ﹤0.01% 2464
2026
Q2 		$113K Sell
1,285
-1,010
-44% -$88.1K ﹤0.01% 2627
2026
Q1 		$179K Buy
2,295
+591
+35% +$48.7K ﹤0.01% 2087
2025
Q4 		$140K Buy
1,704
+161
+10% +$13.2K ﹤0.01% 2132
2025
Q3 		$131K Sell
1,543
-237
-13% -$21.1K ﹤0.01% 1871
2025
Q2 		$160K Buy
1,780
+446
+33% +$35.9K ﹤0.01% 1506
2025
Q1 		$103K Buy
1,334
+681
+104% +$54.8K ﹤0.01% 1532
2024
Q4 		$53.9K Buy
653
+10
+2% +$784 ﹤0.01% 1624
2024
Q3 		$44.5K Buy
643
+19
+3% +$1.27K ﹤0.01% 1715
2024
Q2 		$40.3K Buy
624
+110
+21% +$7.39K ﹤0.01% 1508
2024
Q1 		$36.4K Hold
514
– – ﹤0.01% 1293
2023
Q4 		$32.7K Sell
514
-101
-16% -$5.89K ﹤0.01% 1175
2023
Q3 		$37K Buy
615
+6
+1% +$369 0.01% 881
2023
Q2 		$36.3K Hold
609
– – 0.01% 772
2023
Q1 		$35K Sell
609
-10
-2% -$600 0.01% 713
2022
Q4 		$36.1K Buy
+619
New +$34.8K 0.01% 570

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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's SEIC Position: Q3 2026 in Review

Farther Finance Advisors increased its SEI Investments (SEIC) stake by 23% in Q3 2026, buying an estimated $31.1K and bringing the position to 1,585 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Farther Finance Advisors first reported a position in SEIC in Q4 2022 and has held it in 16 quarters since. The position peaked at $179K in Q1 2026. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Farther Finance Advisors held 1,585 shares of SEI Investments worth $163K as of Q3 2026.
  • Farther Finance Advisors bought 300 SEI Investments shares in Q3 2026, an estimated $31.1K.
  • SEI Investments made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2464 holding.
  • Farther Finance Advisors first reported a position in SEI Investments in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's SEI Investments position peaked at $179K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.