Peterson Wealth Services
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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
Q3 		$299K Buy
2,909
+692
+31% +$71.8K 0.06% 116
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

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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Peterson Wealth Services's SEIC Position: Q3 2026 in Review

Peterson Wealth Services increased its SEI Investments (SEIC) stake by 31% in Q3 2026, buying an estimated $71.8K and bringing the position to 2,909 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #116.

Peterson Wealth Services first reported a position in SEIC in Q3 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Peterson Wealth Services held 2,909 shares of SEI Investments worth $299K as of Q3 2026.
  • Peterson Wealth Services bought 692 SEI Investments shares in Q3 2026, an estimated $71.8K.
  • SEI Investments made up 0.06% of Peterson Wealth Services's portfolio in Q3 2026, its #116 holding.
  • Peterson Wealth Services first reported a position in SEI Investments in Q3 2025 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.