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Pinnacle Wealth Planning Services’s SEI Investments SEIC Stock Holding History

Pinnacle Wealth Planning 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 		$23.6K Hold
269
– – ﹤0.01% 1704
2026
Q1 		$21.1K Sell
269
-29
-10% -$2.39K ﹤0.01% 1671
2025
Q4 		$24.4K Buy
+298
New +$24.5K ﹤0.01% 1624
2021
Q1 		– Sell
-60
Closed -$3K – 1657
2020
Q4 		$3K Buy
+60
New +$3.28K ﹤0.01% 1855

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

Pinnacle Wealth Planning Services's SEIC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its SEI Investments (SEIC) position steady in Q2 2026 at 269 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Pinnacle Wealth Planning Services first reported a position in SEIC in Q4 2020 and has held it in 4 quarters since. The position peaked at $24.4K in Q4 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 269 shares of SEI Investments worth $23.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1704 holding.
  • Pinnacle Wealth Planning Services first reported a position in SEI Investments in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's SEI Investments position peaked at $24.4K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.