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Innovative Advisory Group’s SEI Investments SEIC Stock Holding History

Innovative Advisory Group’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
Q1 		– Sell
-100
Closed -$8.2K – 191
2025
Q4 		$8.2K Hold
100
– – 0.01% 141
2025
Q3 		$8.48K Hold
100
– – 0.01% 145
2025
Q2 		$8.99K Sell
100
-900
-90% -$72.5K 0.01% 135
2025
Q1 		$77.6K Hold
1,000
– – 0.07% 49
2024
Q4 		$82.5K Buy
+1,000
New +$78.4K 0.07% 49

Other funds holding SEIC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Innovative Advisory Group's SEIC Position: Q1 2026 in Review

Innovative Advisory Group sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 100 shares — an estimated $8.2K sold.

Innovative Advisory Group first reported a position in SEIC in Q4 2024 and held it in 5 quarters. The position peaked at $82.5K in Q4 2024. 569 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Innovative Advisory Group reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 100 SEI Investments shares in Q1 2026, an estimated $8.2K.
  • Innovative Advisory Group first reported a position in SEI Investments in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's SEI Investments position peaked at $82.5K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.