Navigoe Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Navigoe Wealth Management's SEIC Position: Q2 2026 in Review
Navigoe Wealth Management increased its SEI Investments (SEIC) stake by 26% in Q2 2026, buying an estimated $698 and bringing the position to 39 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #193.
Navigoe Wealth Management first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Navigoe Wealth Management held 39 shares of SEI Investments worth $3K as of Q2 2026.
- Navigoe Wealth Management bought 8 SEI Investments shares in Q2 2026, an estimated $698.
- SEI Investments made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #193 holding.
- Navigoe Wealth Management first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.