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Innovative Asset Advisors Group’s SEI Investments SEIC Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-741
Closed -$58.1K – 887
2026
Q1 		$58.1K Buy
+741
New +$61K 0.03% 288

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Asset Advisors Group's SEIC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 741 shares — an estimated $58.1K sold.

Innovative Asset Advisors Group first reported a position in SEIC in Q1 2026 and held it in 1 quarter. The position peaked at $58.1K in Q1 2026. 542 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 741 SEI Investments shares in Q2 2026, an estimated $58.1K.
  • Innovative Asset Advisors Group first reported a position in SEI Investments in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's SEI Investments position peaked at $58.1K in Q1 2026.
  • 542 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.