Raffa Wealth Management’s SEI Investments SEIC Stock Holding History

Raffa Wealth Management’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	$175	Hold	2	–	–	﹤0.01%	1281
2026 Q1	$157	Buy	+2	New	+$165	﹤0.01%	1217
2024 Q4	–	Sell	-17	Closed	-$1.18K	–	1136
2024 Q3	$1.18K	Hold	17	–	–	﹤0.01%	807
2024 Q2	$1.1K	Hold	17	–	–	﹤0.01%	875
2024 Q1	$1.22K	Hold	17	–	–	﹤0.01%	844
2023 Q4	$1.08K	Hold	17	–	–	﹤0.01%	803
2023 Q3	$1.02K	Hold	17	–	–	﹤0.01%	773
2023 Q2	$1.01K	Hold	17	–	–	﹤0.01%	792
2023 Q1	$978	Hold	17	–	–	﹤0.01%	799
2022 Q4	$991	Hold	17	–	–	﹤0.01%	782
2022 Q3	$834	Hold	17	–	–	﹤0.01%	859
2022 Q2	$918	Hold	17	–	–	﹤0.01%	844
2022 Q1	$1.02K	Hold	17	–	–	﹤0.01%	854
2021 Q4	$1.04K	Hold	17	–	–	﹤0.01%	854
2021 Q3	$1.01K	Hold	17	–	–	﹤0.01%	819
2021 Q2	$1.05K	Hold	17	–	–	﹤0.01%	815
2021 Q1	$1.04K	Hold	17	–	–	﹤0.01%	817
2020 Q4	$977	Hold	17	–	–	﹤0.01%	747
2020 Q3	$862	Hold	17	–	–	﹤0.01%	715
2020 Q2	$935	Hold	17	–	–	﹤0.01%	677
2020 Q1	$788	Hold	17	–	–	﹤0.01%	652
2019 Q4	$1.11K	Hold	17	–	–	﹤0.01%	588
2019 Q3	$1.01K	Buy	+17	New	+$983	﹤0.01%	600
2019 Q2	–	Sell	-17	Closed	-$888	–	1276
2019 Q1	$888	Hold	17	–	–	﹤0.01%	611
2018 Q4	$785	Hold	17	–	–	﹤0.01%	636
2018 Q3	$1.04K	Hold	17	–	–	﹤0.01%	591
2018 Q2	$1.06K	Hold	17	–	–	﹤0.01%	551
2018 Q1	$1.27K	Buy	+17	New	+$1.27K	﹤0.01%	441

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raffa Wealth Management's SEIC Position: Q2 2026 in Review

Raffa Wealth Management held its SEI Investments (SEIC) position steady in Q2 2026 at 2 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Raffa Wealth Management first reported a position in SEIC in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.27K in Q1 2018. 542 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Raffa Wealth Management held 2 shares of SEI Investments worth $175 as of Q2 2026.
Raffa Wealth Management left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1281 holding.
Raffa Wealth Management first reported a position in SEI Investments in Q1 2018 and has held it in 28 quarters since.
Raffa Wealth Management's SEI Investments position peaked at $1.27K in Q1 2018.
542 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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