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Medallion Wealth Advisors’s SEI Investments SEIC Stock Holding History

Medallion Wealth 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 		$35.1K Hold
400
– – 0.01% 538
2026
Q1 		$31.4K Hold
400
– – 0.01% 567
2025
Q4 		$32.8K Hold
400
– – 0.01% 545
2025
Q3 		$33.9K Hold
400
– – 0.01% 536
2025
Q2 		$36.6K Hold
400
– – 0.01% 512
2025
Q1 		$30.9K Hold
400
– – 0.01% 508
2024
Q4 		$33K Buy
+400
New +$31.4K 0.02% 472

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

Medallion Wealth Advisors's SEIC Position: Q2 2026 in Review

Medallion Wealth Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 400 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #538.

Medallion Wealth Advisors first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.6K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Medallion Wealth Advisors held 400 shares of SEI Investments worth $35.1K as of Q2 2026.
  • Medallion Wealth Advisors left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #538 holding.
  • Medallion Wealth Advisors first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's SEI Investments position peaked at $36.6K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.