Marshall Financial Group (Maryland)’s SEI Investments SEIC Stock Holding History

Marshall Financial Group (Maryland)’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	$264K	Sell	3,014 -9,031	-75%	-$788K	0.04%	274
2026 Q1	$945K	Buy	12,045 +124	+1%	+$10.2K	0.15%	126
2025 Q4	$978K	Buy	11,921 +222	+2%	+$18.2K	0.19%	116
2025 Q3	$993K	Buy	11,699 +536	+5%	+$47.6K	0.19%	133
2025 Q2	$1.03M	Buy	+11,163	New	+$900K	0.2%	116
2022 Q4	–	Sell	-15,945	Closed	-$782K	–	195
2022 Q3	$782K	Sell	15,945 -9	-0.1%	-$491	0.33%	96
2022 Q2	$862K	Buy	15,954 +1,071	+7%	+$60.3K	0.34%	90
2022 Q1	$896K	Buy	14,883 +66	+0.4%	+$3.93K	0.37%	96
2021 Q4	$903K	Buy	14,817 +2,970	+25%	+$184K	0.33%	113
2021 Q3	$703K	Buy	11,847 +1,243	+12%	+$75.9K	0.36%	101
2021 Q2	$657K	Buy	+10,604	New	+$661K	0.35%	101

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

Marshall Financial Group (Maryland)'s SEIC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its SEI Investments (SEIC) stake by 75% in Q2 2026, selling an estimated $788K and leaving 3,014 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #274.

Marshall Financial Group (Maryland) first reported a position in SEIC in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Marshall Financial Group (Maryland) held 3,014 shares of SEI Investments worth $264K as of Q2 2026.
Marshall Financial Group (Maryland) sold 9,031 SEI Investments shares in Q2 2026, an estimated $788K.
SEI Investments made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #274 holding.
Marshall Financial Group (Maryland) first reported a position in SEI Investments in Q2 2021 and has held it in 11 quarters since.
Marshall Financial Group (Maryland)'s SEI Investments position peaked at $1.03M in Q2 2025.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.