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Legacy Financial Advisors’s SEI Investments SEIC Stock Holding History

Legacy 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 		$386K Sell
4,396
-116
-3% -$10.1K 0.05% 295
2026
Q1 		$354K Buy
4,512
+78
+2% +$6.42K 0.05% 294
2025
Q4 		$364K Sell
4,434
-112
-2% -$9.21K 0.05% 281
2025
Q3 		$386K Sell
4,546
-58
-1% -$5.15K 0.05% 274
2025
Q2 		$414K Sell
4,604
-45
-1% -$3.63K 0.06% 226
2025
Q1 		$361K Sell
4,649
-3
-0.1% -$241 0.06% 255
2024
Q4 		$384K Buy
4,652
+93
+2% +$7.29K 0.06% 236
2024
Q3 		$315K Buy
4,559
+17
+0.4% +$1.14K 0.05% 267
2024
Q2 		$294K Buy
4,542
+352
+8% +$23.7K 0.05% 258
2024
Q1 		$301K Buy
4,190
+312
+8% +$20.7K 0.05% 252
2023
Q4 		$246K Buy
3,878
+391
+11% +$22.8K 0.05% 260
2023
Q3 		$210K Buy
+3,487
New +$214K 0.04% 245
2019
Q2 		– Sell
-293
Closed -$15K – 754
2019
Q1 		$15K Hold
293
– – 0.01% 528
2018
Q4 		$14K Buy
293
+204
+229% +$10.7K 0.01% 490
2018
Q3 		$5K Hold
89
– – ﹤0.01% 700
2018
Q2 		$6K Hold
89
– – ﹤0.01% 668
2018
Q1 		$6K Hold
89
– – ﹤0.01% 607
2017
Q4 		$6K Buy
+89
New +$5.96K ﹤0.01% 608

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

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

Legacy Financial Advisors reduced its SEI Investments (SEIC) stake by 2.6% in Q2 2026, selling an estimated $10.1K and leaving 4,396 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #295.

Legacy Financial Advisors first reported a position in SEIC in Q4 2017 and has held it in 18 quarters since. The position peaked at $414K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Legacy Financial Advisors held 4,396 shares of SEI Investments worth $386K as of Q2 2026.
  • Legacy Financial Advisors sold 116 SEI Investments shares in Q2 2026, an estimated $10.1K.
  • SEI Investments made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #295 holding.
  • Legacy Financial Advisors first reported a position in SEI Investments in Q4 2017 and has held it in 18 quarters since.
  • Legacy Financial Advisors's SEI Investments position peaked at $414K in Q2 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.