Rialto Wealth Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61.1K Buy
697
+5
+0.7% +$436 0.01% 309
2026
Q1
$54.3K Buy
692
+11
+2% +$906 0.01% 279
2025
Q4
$55.9K Buy
681
+1
+0.1% +$82 0.01% 274
2025
Q3
$57.7K Buy
680
+4
+0.6% +$355 0.01% 257
2025
Q2
$60.7K Buy
676
+13
+2% +$1.05K 0.02% 253
2025
Q1
$51.5K Hold
663
0.02% 261
2024
Q4
$54.7K Buy
+663
New +$52K 0.02% 259

Other funds holding SEIC

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

Rialto Wealth Management increased its SEI Investments (SEIC) stake by 0.72% in Q2 2026, buying an estimated $436 and bringing the position to 697 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #309.

Rialto Wealth Management first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Rialto Wealth Management held 697 shares of SEI Investments worth $61.1K as of Q2 2026.
  • Rialto Wealth Management bought 5 SEI Investments shares in Q2 2026, an estimated $436.
  • SEI Investments made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Rialto Wealth Management first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.