Larson Financial Group’s SEI Investments SEIC Stock Holding History

Larson Financial Group’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	$497K	Buy	5,672 +5,059	+825%	+$441K	0.01%	554
2026 Q1	$48.1K	Buy	613 +534	+676%	+$44K	﹤0.01%	1378
2025 Q4	$6.52K	Sell	79 -11	-12%	-$904	﹤0.01%	2351
2025 Q3	$7.68K	Buy	90 +9	+11%	+$800	﹤0.01%	2156
2025 Q2	$7.32K	Buy	81 +48	+145%	+$3.87K	﹤0.01%	1948
2025 Q1	$2.6K	Sell	33 -8	-20%	-$643	﹤0.01%	2089
2024 Q4	$3.41K	Sell	41 -25	-38%	-$1.96K	﹤0.01%	1755
2024 Q3	$4.59K	Buy	66 +56	+560%	+$3.74K	﹤0.01%	1684
2024 Q2	$671	Hold	10	–	–	﹤0.01%	1783
2024 Q1	$741	Hold	10	–	–	﹤0.01%	1497
2023 Q4	$650	Hold	10	–	–	﹤0.01%	1540
2023 Q3	$616	Hold	10	–	–	﹤0.01%	1556
2023 Q2	$610	Hold	10	–	–	﹤0.01%	1422
2023 Q1	$584	Hold	10	–	–	﹤0.01%	1399
2022 Q4	$587	Hold	10	–	–	﹤0.01%	1356
2022 Q3	$0	Buy	+10	New	+$546	﹤0.01%	1384

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 $3.37T AUM 44.26% 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

Larson Financial Group's SEIC Position: Q2 2026 in Review

Larson Financial Group increased its SEI Investments (SEIC) stake by 825% in Q2 2026, buying an estimated $441K and bringing the position to 5,672 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #554.

Larson Financial Group first reported a position in SEIC in Q3 2022 and has held it in 16 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Larson Financial Group held 5,672 shares of SEI Investments worth $497K as of Q2 2026.
Larson Financial Group bought 5,059 SEI Investments shares in Q2 2026, an estimated $441K.
SEI Investments made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #554 holding.
Larson Financial Group first reported a position in SEI Investments in Q3 2022 and has held it in 16 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.