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Leo Wealth LLC’s SEI Investments SEIC Stock Holding History

Leo Wealth LLC’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
Q1 		$295K Buy
3,760
+424
+13% +$34.9K 0.02% 364
2025
Q4 		$274K Buy
3,336
+349
+12% +$28.7K 0.02% 361
2025
Q3 		$253K Buy
2,987
+101
+3% +$8.97K 0.03% 248
2025
Q2 		$259K Buy
2,886
+104
+4% +$8.38K 0.02% 332
2025
Q1 		$216K Buy
2,782
+10
+0.4% +$804 0.03% 251
2024
Q4 		$229K Buy
+2,772
New +$217K 0.02% 323
2024
Q2 		– Sell
-3,160
Closed -$227K – 350
2024
Q1 		$227K Buy
+3,160
New +$210K 0.02% 303

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leo Wealth LLC's SEIC Position: Q1 2026 in Review

Leo Wealth LLC increased its SEI Investments (SEIC) stake by 13% in Q1 2026, buying an estimated $34.9K and bringing the position to 3,760 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #364.

Leo Wealth LLC first reported a position in SEIC in Q1 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Leo Wealth LLC held 3,760 shares of SEI Investments worth $295K as of Q1 2026.
  • Leo Wealth LLC bought 424 SEI Investments shares in Q1 2026, an estimated $34.9K.
  • SEI Investments made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #364 holding.
  • Leo Wealth LLC first reported a position in SEI Investments in Q1 2024 and has held it in 7 quarters since.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.