Principia Wealth Advisory’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Principia Wealth Advisory's SEIC Position: Q2 2026 in Review
Principia Wealth Advisory held its SEI Investments (SEIC) position steady in Q2 2026 at 16 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #687.
Principia Wealth Advisory first reported a position in SEIC in Q1 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Principia Wealth Advisory held 16 shares of SEI Investments worth $1.4K as of Q2 2026.
- Principia Wealth Advisory left its SEI Investments share count unchanged in Q2 2026.
- SEI Investments made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #687 holding.
- Principia Wealth Advisory first reported a position in SEI Investments in Q1 2025 and has held it in 3 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.