Mosley Wealth Management’s SEI Investments SEIC Stock Holding History

Mosley 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
2026 Q2	$1.05K	Buy	+12	New	+$1.05K	﹤0.01%	561

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JLB & Associates Plymouth, Michigan $748M AUM 27.21% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mosley Wealth Management's SEIC Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in SEI Investments (SEIC) in Q2 2026: 12 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings.

293 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Mosley Wealth Management held 12 shares of SEI Investments worth $1.05K as of Q2 2026.
SEI Investments was a new Mosley Wealth Management position in Q2 2026.
SEI Investments made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #561 holding.
293 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.