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Sachetta’s SEI Investments SEIC Stock Holding History

Sachetta’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 		$127K Buy
1,450
+11
+0.8% +$960 0.06% 126
2026
Q1 		$113K Sell
1,439
-18
-1% -$1.48K 0.06% 125
2025
Q4 		$119K Buy
1,457
+26
+2% +$2.14K 0.07% 125
2025
Q3 		$121K Hold
1,431
– – 0.05% 177
2025
Q2 		$129K Buy
1,431
+9
+0.6% +$725 0.05% 170
2025
Q1 		$110K Buy
1,422
+8
+0.6% +$643 0.05% 186
2024
Q4 		$117K Hold
1,414
– – 0.05% 184
2024
Q3 		$97.8K Hold
1,414
– – 0.04% 204
2024
Q2 		$95.7K Buy
1,414
+14
+1% +$941 0.04% 194
2024
Q1 		$89K Hold
1,400
– – 0.04% 197
2023
Q4 		$89K Buy
+1,400
New +$81.7K 0.04% 197

Other funds holding SEIC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sachetta's SEIC Position: Q2 2026 in Review

Sachetta increased its SEI Investments (SEIC) stake by 0.76% in Q2 2026, buying an estimated $960 and bringing the position to 1,450 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #126.

Sachetta first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $129K in Q2 2025. 59 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Sachetta held 1,450 shares of SEI Investments worth $127K as of Q2 2026.
  • Sachetta bought 11 SEI Investments shares in Q2 2026, an estimated $960.
  • SEI Investments made up 0.06% of Sachetta's portfolio in Q2 2026, its #126 holding.
  • Sachetta first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's SEI Investments position peaked at $129K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.