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Portside Wealth Group’s SEI Investments SEIC Stock Holding History

Portside Wealth Group’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 		$1M Buy
11,403
+775
+7% +$67.6K 0.12% 193
2026
Q1 		$834K Buy
10,628
+838
+9% +$69K 0.11% 187
2025
Q4 		$803K Buy
9,790
+597
+6% +$49.1K 0.11% 194
2025
Q3 		$780K Buy
9,193
+1,250
+16% +$111K 0.11% 199
2025
Q2 		$714K Buy
7,943
+1,514
+24% +$122K 0.11% 199
2025
Q1 		$499K Buy
6,429
+1,003
+18% +$80.6K 0.08% 226
2024
Q4 		$448K Buy
5,426
+694
+15% +$54.4K 0.07% 247
2024
Q3 		$327K Buy
4,732
+438
+10% +$29.2K 0.06% 294
2024
Q2 		$278K Buy
4,294
+216
+5% +$14.5K 0.05% 287
2024
Q1 		$293K Buy
4,078
+255
+7% +$16.9K 0.05% 279
2023
Q4 		$243K Buy
3,823
+276
+8% +$16.1K 0.05% 305
2023
Q3 		$212K Buy
+3,547
New +$218K 0.04% 312

Other funds holding SEIC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Portside Wealth Group's SEIC Position: Q2 2026 in Review

Portside Wealth Group increased its SEI Investments (SEIC) stake by 7.3% in Q2 2026, buying an estimated $67.6K and bringing the position to 11,403 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #193.

Portside Wealth Group first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Portside Wealth Group held 11,403 shares of SEI Investments worth $1M as of Q2 2026.
  • Portside Wealth Group bought 775 SEI Investments shares in Q2 2026, an estimated $67.6K.
  • SEI Investments made up 0.12% of Portside Wealth Group's portfolio in Q2 2026, its #193 holding.
  • Portside Wealth Group first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
  • 59 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.