Root Financial Partners’s SEI Investments SEIC Stock Holding History

Root Financial Partners’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	–	Sell	-487	Closed	-$38.2K	–	2676
2026 Q1	$38.2K	Buy	487 +141	+41%	+$11.6K	﹤0.01%	998
2025 Q4	$28.4K	Buy	346 +12	+4%	+$986	﹤0.01%	980
2025 Q3	$28.3K	Buy	+334	New	+$29.7K	﹤0.01%	926

Other funds holding SEIC

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Root Financial Partners's SEIC Position: Q2 2026 in Review

Root Financial Partners sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 487 shares — an estimated $38.2K sold.

Root Financial Partners first reported a position in SEIC in Q3 2025 and held it in 3 quarters. The position peaked at $38.2K in Q1 2026. 175 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Root Financial Partners reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 487 SEI Investments shares in Q2 2026, an estimated $38.2K.
Root Financial Partners first reported a position in SEI Investments in Q3 2025 and held it in 3 quarters.
Root Financial Partners's SEI Investments position peaked at $38.2K in Q1 2026.
175 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.