Outlook Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
Outlook Wealth Advisors's SEIC Position: Q1 2026 in Review
Outlook Wealth Advisors increased its SEI Investments (SEIC) stake by 0.7% in Q1 2026, buying an estimated $1.73K and bringing the position to 3,036 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #289.
Outlook Wealth Advisors first reported a position in SEIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q3 2025. 566 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Outlook Wealth Advisors held 3,036 shares of SEI Investments worth $238K as of Q1 2026.
- Outlook Wealth Advisors bought 21 SEI Investments shares in Q1 2026, an estimated $1.73K.
- SEI Investments made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #289 holding.
- Outlook Wealth Advisors first reported a position in SEI Investments in Q3 2025 and has held it in 3 quarters since.
- Outlook Wealth Advisors's SEI Investments position peaked at $251K in Q3 2025.
- 566 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.