Journey Retirement Planning & Investment Management’s SEI Investments SEIC Stock Holding History

Journey Retirement Planning & Investment Management’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	$439K	Sell	5,008 -346	-6%	-$30.2K	0.34%	92
2026 Q1	$420K	Sell	5,354 -15,762	-75%	-$1.3M	0.37%	88
2025 Q4	$1.73M	Buy	+21,116	New	+$1.74M	0.36%	76

Other funds holding SEIC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SEIC Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its SEI Investments (SEIC) stake by 6.5% in Q2 2026, selling an estimated $30.2K and leaving 5,008 shares worth $439K. The position accounts for 0.34% of the portfolio, ranked #92.

Journey Retirement Planning & Investment Management first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 284 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Journey Retirement Planning & Investment Management held 5,008 shares of SEI Investments worth $439K as of Q2 2026.
Journey Retirement Planning & Investment Management sold 346 SEI Investments shares in Q2 2026, an estimated $30.2K.
SEI Investments made up 0.34% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #92 holding.
Journey Retirement Planning & Investment Management first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
Journey Retirement Planning & Investment Management's SEI Investments position peaked at $1.73M in Q4 2025.
284 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.