Fortitude Family Office’s SEI Investments SEIC Stock Holding History

Fortitude Family Office’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	$24.6K	Buy	240 +117	+95%	+$12.1K	﹤0.01%	755
2026 Q2	$10.8K	Buy	123 +20	+19%	+$1.75K	﹤0.01%	746
2026 Q1	$8.08K	Buy	103 +73	+243%	+$6.01K	﹤0.01%	729
2025 Q4	$2.46K	Sell	30 -14	-32%	-$1.15K	﹤0.01%	1090
2025 Q3	$3.73K	Buy	44 +3	+7%	+$267	﹤0.01%	928
2025 Q2	$3.68K	Buy	+41	New	+$3.3K	﹤0.01%	911

Other funds holding SEIC

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's SEIC Position: Q3 2026 in Review

Fortitude Family Office increased its SEI Investments (SEIC) stake by 95% in Q3 2026, buying an estimated $12.1K and bringing the position to 240 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Fortitude Family Office first reported a position in SEIC in Q2 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Fortitude Family Office held 240 shares of SEI Investments worth $24.6K as of Q3 2026.
Fortitude Family Office bought 117 SEI Investments shares in Q3 2026, an estimated $12.1K.
SEI Investments made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #755 holding.
Fortitude Family Office first reported a position in SEI Investments in Q2 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.