Impact Partnership Wealth’s SEI Investments SEIC Stock Holding History

Impact Partnership Wealth’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	$864K	Buy	9,851 +2,840	+41%	+$248K	0.08%	157
2026 Q1	$550K	Buy	7,011 +810	+13%	+$66.7K	0.07%	186
2025 Q4	$509K	Buy	6,201 +1,136	+22%	+$93.4K	0.07%	186
2025 Q3	$430K	Buy	5,065 +785	+18%	+$69.7K	0.06%	179
2025 Q2	$385K	Buy	4,280 +598	+16%	+$48.2K	0.07%	181
2025 Q1	$286K	Buy	+3,682	New	+$296K	0.06%	179
2024 Q2	–	Sell	-1,477	Closed	-$106K	–	596
2024 Q1	$106K	Sell	1,477 -43	-3%	-$2.86K	0.04%	251
2023 Q4	$96.6K	Sell	1,520 -617	-29%	-$36K	0.04%	255
2023 Q3	$129K	Buy	+2,137	New	+$131K	0.04%	267

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 $3.37T AUM 44.26% 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

Impact Partnership Wealth's SEIC Position: Q2 2026 in Review

Impact Partnership Wealth increased its SEI Investments (SEIC) stake by 41% in Q2 2026, buying an estimated $248K and bringing the position to 9,851 shares worth $864K. The position accounts for 0.08% of the portfolio, ranked #157.

Impact Partnership Wealth first reported a position in SEIC in Q3 2023 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Impact Partnership Wealth held 9,851 shares of SEI Investments worth $864K as of Q2 2026.
Impact Partnership Wealth bought 2,840 SEI Investments shares in Q2 2026, an estimated $248K.
SEI Investments made up 0.08% of Impact Partnership Wealth's portfolio in Q2 2026, its #157 holding.
Impact Partnership Wealth first reported a position in SEI Investments in Q3 2023 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.