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

Private 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	$5K	Hold	57	–	–	﹤0.01%	846
2026 Q1	$4.47K	Hold	57	–	–	﹤0.01%	815
2025 Q4	$4.68K	Hold	57	–	–	﹤0.01%	803
2025 Q3	$4.84K	Hold	57	–	–	﹤0.01%	806
2025 Q2	$5.12K	Sell	57 -3	-5%	-$242	﹤0.01%	747
2025 Q1	$4.66K	Hold	60	–	–	﹤0.01%	764
2024 Q4	$4.95K	Sell	60 -3	-5%	-$235	﹤0.01%	743
2024 Q3	$4.36K	Hold	63	–	–	﹤0.01%	782
2024 Q2	$4.08K	Hold	63	–	–	﹤0.01%	783
2024 Q1	$4.53K	Hold	63	–	–	﹤0.01%	649
2023 Q4	$4K	Buy	+63	New	+$3.67K	﹤0.01%	707

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

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

Private Wealth Management Group held its SEI Investments (SEIC) position steady in Q2 2026 at 57 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Private Wealth Management Group first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.12K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Private Wealth Management Group held 57 shares of SEI Investments worth $5K as of Q2 2026.
Private Wealth Management Group left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #846 holding.
Private Wealth Management Group first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's SEI Investments position peaked at $5.12K in Q2 2025.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.