Simplicity Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Simplicity Wealth's SEIC Position: Q2 2026 in Review
Simplicity Wealth increased its SEI Investments (SEIC) stake by 73% in Q2 2026, buying an estimated $236K and bringing the position to 6,410 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #593.
Simplicity Wealth first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Simplicity Wealth held 6,410 shares of SEI Investments worth $562K as of Q2 2026.
- Simplicity Wealth bought 2,708 SEI Investments shares in Q2 2026, an estimated $236K.
- SEI Investments made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #593 holding.
- Simplicity Wealth first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
- 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.