Gibbs Wealth Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$834K Buy
10,627
+7,837
+281% +$645K 0.11% 183
2025
Q4
$242K Sell
2,790
-174
-6% -$14.3K 0.06% 303
2025
Q3
$252K Sell
2,964
-455
-13% -$40.4K 0.06% 291
2025
Q2
$307K Buy
+3,419
New +$276K 0.06% 282

Other funds holding SEIC

Gibbs Wealth Management's SEIC Position: Q1 2026 in Review

Gibbs Wealth Management increased its SEI Investments (SEIC) stake by 281% in Q1 2026, buying an estimated $645K and bringing the position to 10,627 shares worth $834K. The position accounts for 0.11% of the portfolio, ranked #183.

Gibbs Wealth Management first reported a position in SEIC in Q2 2025 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Gibbs Wealth Management held 10,627 shares of SEI Investments worth $834K as of Q1 2026.
  • Gibbs Wealth Management bought 7,837 SEI Investments shares in Q1 2026, an estimated $645K.
  • SEI Investments made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Gibbs Wealth Management first reported a position in SEI Investments in Q2 2025 and has held it in 4 quarters since.
  • 569 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.