Hughes Financial Services’s SEI Investments SEIC Stock Holding History

Hughes Financial Services’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	$2.02K	Sell	23 -5	-18%	-$436	﹤0.01%	759
2026 Q1	$2.2K	Sell	28 -5	-15%	-$412	﹤0.01%	576
2025 Q4	$2.71K	Hold	33	–	–	﹤0.01%	485
2025 Q3	$2.74K	Hold	33	–	–	﹤0.01%	492
2025 Q2	$2.91K	Sell	33 -2	-6%	-$161	﹤0.01%	478
2025 Q1	$2.71K	Buy	+35	New	+$2.81K	﹤0.01%	513

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 $3.38T AUM 44.17% 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

Hughes Financial Services's SEIC Position: Q2 2026 in Review

Hughes Financial Services reduced its SEI Investments (SEIC) stake by 18% in Q2 2026, selling an estimated $436 and leaving 23 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Hughes Financial Services first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Hughes Financial Services held 23 shares of SEI Investments worth $2.02K as of Q2 2026.
Hughes Financial Services sold 5 SEI Investments shares in Q2 2026, an estimated $436.
SEI Investments made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #759 holding.
Hughes Financial Services first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's SEI Investments position peaked at $2.91K in Q2 2025.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.