RWM
SEIC icon

Revisor Wealth Management’s SEI Investments SEIC Stock Holding History

Revisor 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 		$211K Buy
+2,401
New +$209K 0.05% 352

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

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

Revisor Wealth Management opened a new position in SEI Investments (SEIC) in Q2 2026: 2,401 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #352 among its holdings.

572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Revisor Wealth Management held 2,401 shares of SEI Investments worth $211K as of Q2 2026.
  • SEI Investments was a new Revisor Wealth Management position in Q2 2026.
  • SEI Investments made up 0.05% of Revisor Wealth Management's portfolio in Q2 2026, its #352 holding.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.