Forum Financial Management’s SEI Investments SEIC Stock Holding History

Forum Financial Management’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$246K	Buy
2025 Q3	$255K	Buy
2025 Q2	$241K	Buy
2025 Q1	$208K	Buy