JNBA Financial Advisors’s SEI Investments SEIC Stock Holding History

JNBA Financial 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	$2.81K	Hold	32	–	–	﹤0.01%	684
2026 Q1	$2.51K	Hold	32	–	–	﹤0.01%	707
2025 Q4	$2.63K	Buy	+32	New	+$2.63K	﹤0.01%	648
2016 Q4	–	Sell	-10	Closed	–	–	1189
2016 Q3	$0	Buy	+10	New	+$469	﹤0.01%	1659

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JNBA Financial Advisors's SEIC Position: Q2 2026 in Review

JNBA Financial Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 32 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

JNBA Financial Advisors first reported a position in SEIC in Q3 2016 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

JNBA Financial Advisors held 32 shares of SEI Investments worth $2.81K as of Q2 2026.
JNBA Financial Advisors left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #684 holding.
JNBA Financial Advisors first reported a position in SEI Investments in Q3 2016 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.