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Financial Planning Hawaii’s SEI Investments SEIC Stock Holding History

Financial Planning Hawaii’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 		$239K Hold
2,720
– – 0.13% 125
2026
Q1 		$213K Hold
2,720
– – 0.13% 121
2025
Q4 		$223K Buy
+2,720
New +$224K 0.13% 123

Other funds holding SEIC

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

Financial Planning Hawaii's SEIC Position: Q2 2026 in Review

Financial Planning Hawaii held its SEI Investments (SEIC) position steady in Q2 2026 at 2,720 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #125.

Financial Planning Hawaii first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Financial Planning Hawaii held 2,720 shares of SEI Investments worth $239K as of Q2 2026.
  • Financial Planning Hawaii left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up 0.13% of Financial Planning Hawaii's portfolio in Q2 2026, its #125 holding.
  • Financial Planning Hawaii first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.