Royal Capital Wealth Management’s SEI Investments SEIC Stock Holding History

Royal Capital 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	$263K	Sell	3,000 -202	-6%	-$17.6K	0.15%	79
2026 Q1	$251K	Buy	3,202 +1	+0%	+$82	0.16%	82
2025 Q4	$263K	Hold	3,201	–	–	0.16%	79
2025 Q3	$272K	Hold	3,201	–	–	0.17%	74
2025 Q2	$288K	Buy	3,201 +1	+0%	+$81	0.19%	68
2025 Q1	$248K	Hold	3,200	–	–	0.17%	74
2024 Q4	$264K	Sell	3,200 -800	-20%	-$62.7K	0.19%	68
2024 Q3	$277K	Hold	4,000	–	–	0.2%	67
2024 Q2	$259K	Sell	4,000 -200	-5%	-$13.4K	0.19%	69
2024 Q1	$302K	Hold	4,200	–	–	0.24%	67
2023 Q4	$267K	Hold	4,200	–	–	0.23%	72
2023 Q3	$253K	Buy	+4,200	New	+$258K	0.24%	71

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Capital Wealth Management's SEIC Position: Q2 2026 in Review

Royal Capital Wealth Management reduced its SEI Investments (SEIC) stake by 6.3% in Q2 2026, selling an estimated $17.6K and leaving 3,000 shares worth $263K. The position accounts for 0.15% of the portfolio, ranked #79.

Royal Capital Wealth Management first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $302K in Q1 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Royal Capital Wealth Management held 3,000 shares of SEI Investments worth $263K as of Q2 2026.
Royal Capital Wealth Management sold 202 SEI Investments shares in Q2 2026, an estimated $17.6K.
SEI Investments made up 0.15% of Royal Capital Wealth Management's portfolio in Q2 2026, its #79 holding.
Royal Capital Wealth Management first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
Royal Capital Wealth Management's SEI Investments position peaked at $302K in Q1 2024.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.