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Modern Wealth Management’s SEI Investments SEIC Stock Holding History

Modern Wealth Management’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
2025
Q4 		– Sell
-2,773
Closed -$235K – 885
2025
Q3 		$235K Sell
2,773
-138
-5% -$12.3K ﹤0.01% 722
2025
Q2 		$262K Buy
+2,911
New +$235K 0.01% 648

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Modern Wealth Management's SEIC Position: Q4 2025 in Review

Modern Wealth Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 2,773 shares — an estimated $235K sold.

Modern Wealth Management first reported a position in SEIC in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q2 2025. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Modern Wealth Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 2,773 SEI Investments shares in Q4 2025, an estimated $235K.
  • Modern Wealth Management first reported a position in SEI Investments in Q2 2025 and held it in 2 quarters.
  • Modern Wealth Management's SEI Investments position peaked at $262K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.