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Peterson Wealth Services’s SEI Investments SEIC Stock Holding History

Peterson Wealth Services’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 		$194K Buy
2,217
+4
+0.2% +$349 0.04% 129
2026
Q1 		$174K Buy
2,213
+460
+26% +$37.9K 0.04% 133
2025
Q4 		$144K Sell
1,753
-3,217
-65% -$264K 0.04% 133
2025
Q3 		$149K Buy
+4,970
New +$442K 0.04% 139

Other funds holding SEIC

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Peterson Wealth Services's SEIC Position: Q2 2026 in Review

Peterson Wealth Services increased its SEI Investments (SEIC) stake by 0.18% in Q2 2026, buying an estimated $349 and bringing the position to 2,217 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #129.

Peterson Wealth Services first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Peterson Wealth Services held 2,217 shares of SEI Investments worth $194K as of Q2 2026.
  • Peterson Wealth Services bought 4 SEI Investments shares in Q2 2026, an estimated $349.
  • SEI Investments made up 0.04% of Peterson Wealth Services's portfolio in Q2 2026, its #129 holding.
  • Peterson Wealth Services first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.