GI
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GAMMA Investing’s SEI Investments SEIC Stock Holding History

GAMMA Investing’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 		$761K Buy
7,413
+234
+3% +$24.3K 0.03% 516
2026
Q2 		$630K Sell
7,179
-209
-3% -$18.2K 0.02% 549
2026
Q1 		$580K Buy
7,388
+128
+2% +$10.5K 0.03% 515
2025
Q4 		$595K Buy
7,260
+164
+2% +$13.5K 0.03% 472
2025
Q3 		$602K Buy
7,096
+367
+5% +$32.6K 0.03% 444
2025
Q2 		$605K Buy
6,729
+668
+11% +$53.8K 0.04% 415
2025
Q1 		$471K Buy
6,061
+1,192
+24% +$95.8K 0.04% 446
2024
Q4 		$402K Buy
4,869
+1,509
+45% +$118K 0.03% 432
2024
Q3 		$232K Buy
3,360
+1,240
+58% +$82.8K 0.02% 554
2024
Q2 		$137K Buy
2,120
+624
+42% +$41.9K 0.02% 628
2024
Q1 		$108K Buy
1,496
+257
+21% +$17.1K 0.02% 624
2023
Q4 		$78.4K Buy
+1,239
New +$72.3K 0.02% 653

Other funds holding SEIC

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's SEIC Position: Q3 2026 in Review

GAMMA Investing increased its SEI Investments (SEIC) stake by 3.3% in Q3 2026, buying an estimated $24.3K and bringing the position to 7,413 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #516.

GAMMA Investing first reported a position in SEIC in Q4 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • GAMMA Investing held 7,413 shares of SEI Investments worth $761K as of Q3 2026.
  • GAMMA Investing bought 234 SEI Investments shares in Q3 2026, an estimated $24.3K.
  • SEI Investments made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #516 holding.
  • GAMMA Investing first reported a position in SEI Investments in Q4 2023 and has held it in 12 quarters since.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.