Root Financial Partners’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Root Financial Partners's SEIC Position: Q3 2026 in Review
Root Financial Partners opened a new position in SEI Investments (SEIC) in Q3 2026: 591 shares worth $60.7K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SEIC as recently as Q1 2026.
Root Financial Partners first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.
- Root Financial Partners held 591 shares of SEI Investments worth $60.7K as of Q3 2026.
- SEI Investments was a new Root Financial Partners position in Q3 2026.
- SEI Investments made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #983 holding.
- Root Financial Partners first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
- 510 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.