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Hemington Wealth Management’s SEI Investments SEIC Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$17K Buy
207
+11
+6% +$977 ﹤0.01% 703
2025
Q2 		$17K Buy
196
+46
+31% +$3.71K ﹤0.01% 685
2025
Q1 		$11K Buy
150
+36
+32% +$2.89K ﹤0.01% 794
2024
Q4 		$9K Buy
114
+35
+44% +$2.75K ﹤0.01% 815
2024
Q3 		$5K Buy
+79
New +$5.27K ﹤0.01% 962

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hemington Wealth Management's SEIC Position: Q3 2025 in Review

Hemington Wealth Management increased its SEI Investments (SEIC) stake by 5.6% in Q3 2025, buying an estimated $977 and bringing the position to 207 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Hemington Wealth Management first reported a position in SEIC in Q3 2024 and has held it in 5 quarters since. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Hemington Wealth Management held 207 shares of SEI Investments worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 11 SEI Investments shares in Q3 2025, an estimated $977.
  • SEI Investments made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #703 holding.
  • Hemington Wealth Management first reported a position in SEI Investments in Q3 2024 and has held it in 5 quarters since.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.