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Simplicity Wealth’s SEI Investments SEIC Stock Holding History

Simplicity Wealth’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
Q1 		$290K Buy
3,702
+870
+31% +$71.6K 0.02% 605
2025
Q4 		$232K Buy
2,832
+357
+14% +$29.3K 0.01% 631
2025
Q3 		$210K Buy
+2,475
New +$220K 0.01% 667

Other funds holding SEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Wealth's SEIC Position: Q1 2026 in Review

Simplicity Wealth increased its SEI Investments (SEIC) stake by 31% in Q1 2026, buying an estimated $71.6K and bringing the position to 3,702 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #605.

Simplicity Wealth first reported a position in SEIC in Q3 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Simplicity Wealth held 3,702 shares of SEI Investments worth $290K as of Q1 2026.
  • Simplicity Wealth bought 870 SEI Investments shares in Q1 2026, an estimated $71.6K.
  • SEI Investments made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #605 holding.
  • Simplicity Wealth first reported a position in SEI Investments in Q3 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.