Institute for Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Institute for Wealth Management's SEIC Position: Q2 2026 in Review
Institute for Wealth Management reduced its SEI Investments (SEIC) stake by 19% in Q2 2026, selling an estimated $52.7K and leaving 2,581 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #485.
Institute for Wealth Management first reported a position in SEIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q3 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Institute for Wealth Management held 2,581 shares of SEI Investments worth $226K as of Q2 2026.
- Institute for Wealth Management sold 604 SEI Investments shares in Q2 2026, an estimated $52.7K.
- SEI Investments made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #485 holding.
- Institute for Wealth Management first reported a position in SEI Investments in Q2 2025 and has held it in 5 quarters since.
- Institute for Wealth Management's SEI Investments position peaked at $285K in Q3 2025.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.