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Personal CFO Solutions’s SEI Investments SEIC Stock Holding History

Personal CFO Solutions’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 		$217K Buy
+2,472
New +$216K 0.03% 500

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal CFO Solutions's SEIC Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in SEI Investments (SEIC) in Q2 2026: 2,472 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #500 among its holdings.

572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Personal CFO Solutions held 2,472 shares of SEI Investments worth $217K as of Q2 2026.
  • SEI Investments was a new Personal CFO Solutions position in Q2 2026.
  • SEI Investments made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #500 holding.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.