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Planning Strategies’s SEI Investments SEIC Stock Holding History

Planning Strategies’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 		$877 Buy
+10
New +$872 ﹤0.01% 765

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's SEIC Position: Q2 2026 in Review

Planning Strategies opened a new position in SEI Investments (SEIC) in Q2 2026: 10 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings.

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

  • Planning Strategies held 10 shares of SEI Investments worth $877 as of Q2 2026.
  • SEI Investments was a new Planning Strategies position in Q2 2026.
  • SEI Investments made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #765 holding.
  • 542 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.