Prestige Wealth Management Group’s SEI Investments SEIC Stock Holding History

Prestige Wealth Management 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	$9.21K	Hold	105	–	–	﹤0.01%	455
2026 Q1	$8.24K	Hold	105	–	–	﹤0.01%	461
2025 Q4	$8.67K	Hold	105	–	–	﹤0.01%	479
2025 Q3	$8.91K	Hold	105	–	–	﹤0.01%	472
2025 Q2	$9.44K	Hold	105	–	–	﹤0.01%	448
2025 Q1	$8.15K	Hold	105	–	–	﹤0.01%	474
2024 Q4	$8.71K	Hold	105	–	–	﹤0.01%	483
2024 Q3	$7.26K	Hold	105	–	–	﹤0.01%	517
2024 Q2	$6.79K	Hold	105	–	–	﹤0.01%	484
2024 Q1	$7.55K	Hold	105	–	–	﹤0.01%	496
2023 Q4	$6.72K	Hold	105	–	–	﹤0.01%	532
2023 Q3	$6.33K	Hold	105	–	–	﹤0.01%	531
2023 Q2	$6.26K	Hold	105	–	–	﹤0.01%	537
2023 Q1	$6.04K	Hold	105	–	–	﹤0.01%	526
2022 Q4	$6.17K	Hold	105	–	–	﹤0.01%	566
2022 Q3	$5K	Hold	105	–	–	﹤0.01%	569
2022 Q2	$6K	Hold	105	–	–	﹤0.01%	548
2022 Q1	$6K	Hold	105	–	–	﹤0.01%	575
2021 Q4	$6K	Sell	105 -6	-5%	-$372	﹤0.01%	602
2021 Q3	$7K	Hold	111	–	–	﹤0.01%	569
2021 Q2	$7K	Hold	111	–	–	﹤0.01%	566
2021 Q1	$7K	Hold	111	–	–	﹤0.01%	560
2020 Q4	$6K	Buy	111 +6	+6%	+$328	﹤0.01%	552
2020 Q3	$5K	Hold	105	–	–	﹤0.01%	546
2020 Q2	$6K	Hold	105	–	–	﹤0.01%	505
2020 Q1	$5K	Buy	+105	New	+$6.25K	﹤0.01%	495
2019 Q1	–	Sell	-90	Closed	-$4K	–	1014
2018 Q4	$4K	Buy	+90	New	+$4.74K	﹤0.01%	666

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prestige Wealth Management Group's SEIC Position: Q2 2026 in Review

Prestige Wealth Management Group held its SEI Investments (SEIC) position steady in Q2 2026 at 105 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Prestige Wealth Management Group first reported a position in SEIC in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.44K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Prestige Wealth Management Group held 105 shares of SEI Investments worth $9.21K as of Q2 2026.
Prestige Wealth Management Group left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #455 holding.
Prestige Wealth Management Group first reported a position in SEI Investments in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's SEI Investments position peaked at $9.44K in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.