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JFS Wealth Advisors’s SEI Investments SEIC Stock Holding History

JFS Wealth Advisors’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 		$12.6K Buy
144
+7
+5% +$611 ﹤0.01% 911
2026
Q1 		$10.8K Sell
137
-3
-2% -$247 ﹤0.01% 921
2025
Q4 		$11.5K Buy
140
+32
+30% +$2.63K ﹤0.01% 930
2025
Q3 		$9.16K Hold
108
– – ﹤0.01% 927
2025
Q2 		$9.71K Buy
108
+11
+11% +$886 ﹤0.01% 872
2025
Q1 		$7.53K Sell
97
-5
-5% -$402 ﹤0.01% 977
2024
Q4 		$8.41K Buy
102
+5
+5% +$392 ﹤0.01% 910
2024
Q3 		$6.71K Buy
97
+3
+3% +$200 ﹤0.01% 1005
2024
Q2 		$6.08K Hold
94
– – ﹤0.01% 989
2024
Q1 		$6.76K Hold
94
– – ﹤0.01% 971
2023
Q4 		$5.97K Sell
94
-16
-15% -$933 ﹤0.01% 980
2023
Q3 		$6.63K Buy
110
+5
+5% +$307 ﹤0.01% 879
2023
Q2 		$6.26K Hold
105
– – ﹤0.01% 904
2023
Q1 		$6.04K Sell
105
-19
-15% -$1.14K ﹤0.01% 910
2022
Q4 		$7.23K Buy
124
+8
+7% +$450 ﹤0.01% 836
2022
Q3 		$6K Buy
116
+48
+71% +$2.62K ﹤0.01% 942
2022
Q2 		$4K Sell
68
-22
-24% -$1.24K ﹤0.01% 1113
2022
Q1 		$5K Buy
90
+54
+150% +$3.21K ﹤0.01% 1063
2021
Q4 		$2K Buy
+36
New +$2.23K ﹤0.01% 1154

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

JFS Wealth Advisors's SEIC Position: Q2 2026 in Review

JFS Wealth Advisors increased its SEI Investments (SEIC) stake by 5.1% in Q2 2026, buying an estimated $611 and bringing the position to 144 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

JFS Wealth Advisors first reported a position in SEIC in Q4 2021 and has held it in 19 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • JFS Wealth Advisors held 144 shares of SEI Investments worth $12.6K as of Q2 2026.
  • JFS Wealth Advisors bought 7 SEI Investments shares in Q2 2026, an estimated $611.
  • SEI Investments made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #911 holding.
  • JFS Wealth Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 19 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.