SHP Wealth Management’s SEI Investments SEIC Stock Holding History

SHP 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	$400K	Buy	4,566 +6	+0.1%	+$523	0.03%	205
2026 Q1	$358K	Buy	4,560 +23	+0.5%	+$1.89K	0.03%	186
2025 Q4	$372K	Buy	+4,537	New	+$373K	0.03%	176

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its SEI Investments (SEIC) stake by 0.13% in Q2 2026, buying an estimated $523 and bringing the position to 4,566 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #205.

SHP Wealth Management first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

SHP Wealth Management held 4,566 shares of SEI Investments worth $400K as of Q2 2026.
SHP Wealth Management bought 6 SEI Investments shares in Q2 2026, an estimated $523.
SEI Investments made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #205 holding.
SHP Wealth Management first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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