Physician Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Physician Wealth Advisors's SEIC Position: Q2 2026 in Review
Physician Wealth Advisors reduced its SEI Investments (SEIC) stake by 54% in Q2 2026, selling an estimated $8.46K and leaving 83 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #962.
Physician Wealth Advisors first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Physician Wealth Advisors held 83 shares of SEI Investments worth $7.28K as of Q2 2026.
- Physician Wealth Advisors sold 97 SEI Investments shares in Q2 2026, an estimated $8.46K.
- SEI Investments made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #962 holding.
- Physician Wealth Advisors first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
- Physician Wealth Advisors's SEI Investments position peaked at $14.1K in Q1 2026.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.