Meriwether Wealth & Planning’s SEI Investments SEIC Stock Holding History

Meriwether Wealth & Planning’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	$20.5K	Buy	+200	New	+$20.7K	0.01%	347

Other funds holding SEIC

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Meriwether Wealth & Planning's SEIC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in SEI Investments (SEIC) in Q3 2026: 200 shares worth $20.5K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings.

189 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Meriwether Wealth & Planning held 200 shares of SEI Investments worth $20.5K as of Q3 2026.
SEI Investments was a new Meriwether Wealth & Planning position in Q3 2026.
SEI Investments made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #347 holding.
189 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.