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Precision Wealth Strategies’s SEI Investments SEIC Stock Holding History

Precision Wealth 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 		$722K Sell
8,235
-635
-7% -$55.4K 0.22% 101
2026
Q1 		$696K Buy
8,870
+2,480
+39% +$204K 0.23% 94
2025
Q4 		$524K Buy
6,390
+598
+10% +$49.2K 0.17% 118
2025
Q3 		$491K Buy
+5,792
New +$515K 0.16% 131

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

Precision Wealth Strategies's SEIC Position: Q2 2026 in Review

Precision Wealth Strategies reduced its SEI Investments (SEIC) stake by 7.2% in Q2 2026, selling an estimated $55.4K and leaving 8,235 shares worth $722K. The position accounts for 0.22% of the portfolio, ranked #101.

Precision Wealth Strategies first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Precision Wealth Strategies held 8,235 shares of SEI Investments worth $722K as of Q2 2026.
  • Precision Wealth Strategies sold 635 SEI Investments shares in Q2 2026, an estimated $55.4K.
  • SEI Investments made up 0.22% of Precision Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Precision Wealth Strategies first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.