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Integrated Wealth Concepts’s SEI Investments SEIC Stock Holding History

Integrated Wealth Concepts’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 		$721K Buy
9,190
+481
+6% +$39.6K 0.01% 1309
2025
Q4 		$714K Buy
8,709
+1,967
+29% +$162K 0.01% 924
2025
Q3 		$572K Buy
+6,742
New +$599K 0.01% 1273

Other funds holding SEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's SEIC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its SEI Investments (SEIC) stake by 5.5% in Q1 2026, buying an estimated $39.6K and bringing the position to 9,190 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #1309.

Integrated Wealth Concepts first reported a position in SEIC in Q3 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Integrated Wealth Concepts held 9,190 shares of SEI Investments worth $721K as of Q1 2026.
  • Integrated Wealth Concepts bought 481 SEI Investments shares in Q1 2026, an estimated $39.6K.
  • SEI Investments made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1309 holding.
  • Integrated Wealth Concepts first reported a position in SEI Investments in Q3 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.