HB Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
HB Wealth Management's SEIC Position: Q2 2026 in Review
HB Wealth Management increased its SEI Investments (SEIC) stake by 3.3% in Q2 2026, buying an estimated $7.59K and bringing the position to 2,697 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.
HB Wealth Management first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- HB Wealth Management held 2,697 shares of SEI Investments worth $237K as of Q2 2026.
- HB Wealth Management bought 87 SEI Investments shares in Q2 2026, an estimated $7.59K.
- SEI Investments made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1510 holding.
- HB Wealth Management first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.