Frank Rimerman Advisors’s SEI Investments SEIC Stock Holding History

Frank Rimerman 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 Q2	$242K	Buy	+2,756	New	+$240K	0.01%	563

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Frank Rimerman Advisors's SEIC Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in SEI Investments (SEIC) in Q2 2026: 2,756 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Frank Rimerman Advisors held 2,756 shares of SEI Investments worth $242K as of Q2 2026.
SEI Investments was a new Frank Rimerman Advisors position in Q2 2026.
SEI Investments made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #563 holding.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.