MAM
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Marquette Asset Management’s SEI Investments SEIC Stock Holding History

Marquette Asset 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
Q3 		$3.29K Hold
32
– – ﹤0.01% 441
2026
Q2 		$2.81K Hold
32
– – ﹤0.01% 527
2026
Q1 		$2.51K Buy
+32
New +$2.63K ﹤0.01% 479
2025
Q4 		– Sell
-30
Closed -$2.55K – 857
2025
Q3 		$2.55K Buy
+30
New +$2.67K ﹤0.01% 477

Other funds holding SEIC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Marquette Asset Management's SEIC Position: Q3 2026 in Review

Marquette Asset Management held its SEI Investments (SEIC) position steady in Q3 2026 at 32 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Marquette Asset Management first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Marquette Asset Management held 32 shares of SEI Investments worth $3.29K as of Q3 2026.
  • Marquette Asset Management left its SEI Investments share count unchanged in Q3 2026.
  • SEI Investments made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #441 holding.
  • Marquette Asset Management first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.