Parkworth Wealth Management’s SEI Investments SEIC Stock Holding History

Parkworth 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
2025 Q2	$359	Hold	4	–	–	﹤0.01%	738
2025 Q1	$311	Hold	4	–	–	﹤0.01%	573
2024 Q4	$330	Buy	+4	New	+$314	﹤0.01%	575

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Parkworth Wealth Management's SEIC Position: Q2 2025 in Review

Parkworth Wealth Management held its SEI Investments (SEIC) position steady in Q2 2025 at 4 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Parkworth Wealth Management first reported a position in SEIC in Q4 2024 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Parkworth Wealth Management held 4 shares of SEI Investments worth $359 as of Q2 2025.
Parkworth Wealth Management left its SEI Investments share count unchanged in Q2 2025.
SEI Investments made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #738 holding.
Parkworth Wealth Management first reported a position in SEI Investments in Q4 2024 and has held it in 3 quarters since.
563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.