Outlook Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Outlook Wealth Advisors's SEIC Position: Q2 2026 in Review
Outlook Wealth Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 3,036 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #269.
Outlook Wealth Advisors 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.
- Outlook Wealth Advisors held 3,036 shares of SEI Investments worth $266K as of Q2 2026.
- Outlook Wealth Advisors left its SEI Investments share count unchanged in Q2 2026.
- SEI Investments made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #269 holding.
- Outlook Wealth Advisors 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 Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.