Mather Group’s SEI Investments SEIC Stock Holding History

Mather 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 Q3	$33.1K	Buy	322 +82	+34%	+$8.5K	﹤0.01%	1281
2026 Q2	$21.1K	Sell	240 -22	-8%	-$1.92K	﹤0.01%	1320
2026 Q1	$20.6K	Buy	+262	New	+$21.6K	﹤0.01%	1271
2025 Q4	–	Sell	-266	Closed	-$22.6K	–	1470
2025 Q3	$22.6K	Buy	+266	New	+$23.6K	﹤0.01%	1094
2025 Q2	–	Sell	-313	Closed	-$24.3K	–	1520
2025 Q1	$24.3K	Hold	313	–	–	﹤0.01%	1047
2024 Q4	$25.8K	Hold	313	–	–	﹤0.01%	1021
2024 Q3	$21.7K	Sell	313 -463	-60%	-$30.9K	﹤0.01%	1049
2024 Q2	$55.8K	Buy	776 +500	+181%	+$33.6K	﹤0.01%	970
2024 Q1	$17.5K	Buy	+276	New	+$18.3K	﹤0.01%	1082

Other funds holding SEIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Mather Group's SEIC Position: Q3 2026 in Review

Mather Group increased its SEI Investments (SEIC) stake by 34% in Q3 2026, buying an estimated $8.5K and bringing the position to 322 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Mather Group first reported a position in SEIC in Q1 2024 and has held it in 9 quarters since. The position peaked at $55.8K in Q2 2024. 44 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Mather Group held 322 shares of SEI Investments worth $33.1K as of Q3 2026.
Mather Group bought 82 SEI Investments shares in Q3 2026, an estimated $8.5K.
SEI Investments made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1281 holding.
Mather Group first reported a position in SEI Investments in Q1 2024 and has held it in 9 quarters since.
Mather Group's SEI Investments position peaked at $55.8K in Q2 2024.
44 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.