Modera Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Modera Wealth Management's SEIC Position: Q2 2026 in Review
Modera Wealth Management reduced its SEI Investments (SEIC) stake by 3.5% in Q2 2026, selling an estimated $204K and leaving 64,015 shares worth $5.61M. The position accounts for 0.06% of the portfolio, ranked #175.
Modera Wealth Management first reported a position in SEIC in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.87M in Q4 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Modera Wealth Management held 64,015 shares of SEI Investments worth $5.61M as of Q2 2026.
- Modera Wealth Management sold 2,340 SEI Investments shares in Q2 2026, an estimated $204K.
- SEI Investments made up 0.06% of Modera Wealth Management's portfolio in Q2 2026, its #175 holding.
- Modera Wealth Management first reported a position in SEI Investments in Q4 2021 and has held it in 14 quarters since.
- Modera Wealth Management's SEI Investments position peaked at $6.87M in Q4 2024.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.