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Intentional Wealth Strategies’s SEI Investments SEIC Stock Holding History

Intentional Wealth Strategies’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
-199
Closed -$15.6K – 746
2026
Q1 		$15.6K Buy
+199
New +$16.4K 0.01% 311

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intentional Wealth Strategies's SEIC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 199 shares — an estimated $15.6K sold.

Intentional Wealth Strategies first reported a position in SEIC in Q1 2026 and held it in 1 quarter. The position peaked at $15.6K in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 199 SEI Investments shares in Q2 2026, an estimated $15.6K.
  • Intentional Wealth Strategies first reported a position in SEI Investments in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's SEI Investments position peaked at $15.6K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.