One Wealth Capital Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$631K Buy
7,189
+3,715
+107% +$324K 0.18% 87
2026
Q1
$318K Buy
+3,474
New +$286K 0.14% 76

Other funds holding SEIC

One Wealth Capital Management's SEIC Position: Q2 2026 in Review

One Wealth Capital Management increased its SEI Investments (SEIC) stake by 107% in Q2 2026, buying an estimated $324K and bringing the position to 7,189 shares worth $631K. The position accounts for 0.18% of the portfolio, ranked #87.

One Wealth Capital Management first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • One Wealth Capital Management held 7,189 shares of SEI Investments worth $631K as of Q2 2026.
  • One Wealth Capital Management bought 3,715 SEI Investments shares in Q2 2026, an estimated $324K.
  • SEI Investments made up 0.18% of One Wealth Capital Management's portfolio in Q2 2026, its #87 holding.
  • One Wealth Capital Management first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.