Meridian Wealth Management
SEIV icon

Meridian Wealth Management’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Meridian Wealth Management’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
+4,270
New +$195K 0.01% 791

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Meridian Wealth Management's SEIV Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 4,270 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings.

76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Meridian Wealth Management held 4,270 shares of SEI QiM U.S. Large Cap Value Active ETF worth $205K as of Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF was a new Meridian Wealth Management position in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #791 holding.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.