Patton Albertson Miller Group’s SEI Investments SEIC Stock Holding History

Patton Albertson Miller Group’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
2026 Q2	$846K	Hold	9,650	–	–	0.08%	132
2026 Q1	$757K	Hold	9,650	–	–	0.09%	130
2025 Q4	$791K	Hold	9,650	–	–	0.09%	131
2025 Q3	$819K	Hold	9,650	–	–	0.1%	127
2025 Q2	$867K	Hold	9,650	–	–	0.11%	126
2025 Q1	$749K	Hold	9,650	–	–	0.11%	129
2024 Q4	$796K	Hold	9,650	–	–	0.11%	126
2024 Q3	$668K	Hold	9,650	–	–	0.09%	135
2024 Q2	$624K	Sell	9,650 -300	-3%	-$20.2K	0.09%	133
2024 Q1	$715K	Hold	9,950	–	–	0.11%	124
2023 Q4	$632K	Hold	9,950	–	–	0.11%	135
2023 Q3	$599K	Hold	9,950	–	–	0.12%	136
2023 Q2	$593K	Sell	9,950 -1,850	-16%	-$108K	0.11%	139
2023 Q1	$679K	Hold	11,800	–	–	0.12%	140
2022 Q4	$688K	Hold	11,800	–	–	0.13%	140
2022 Q3	$579K	Hold	11,800	–	–	0.12%	143
2022 Q2	$637K	Hold	11,800	–	–	0.13%	144
2022 Q1	$710K	Hold	11,800	–	–	0.12%	155
2021 Q4	$719K	Hold	11,800	–	–	0.12%	152
2021 Q3	$700K	Buy	+11,800	New	+$720K	0.13%	151

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Patton Albertson Miller Group's SEIC Position: Q2 2026 in Review

Patton Albertson Miller Group held its SEI Investments (SEIC) position steady in Q2 2026 at 9,650 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #132.

Patton Albertson Miller Group first reported a position in SEIC in Q3 2021 and has held it in 20 quarters since. The position peaked at $867K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Patton Albertson Miller Group held 9,650 shares of SEI Investments worth $846K as of Q2 2026.
Patton Albertson Miller Group left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.08% of Patton Albertson Miller Group's portfolio in Q2 2026, its #132 holding.
Patton Albertson Miller Group first reported a position in SEI Investments in Q3 2021 and has held it in 20 quarters since.
Patton Albertson Miller Group's SEI Investments position peaked at $867K in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.