Summit Securities Group’s SEI Investments SEIC Stock Holding History

Summit Securities Group’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 Q3	$33.8K	Buy	+329	New	+$34.1K	﹤0.01%	636
2025 Q1	–	Sell	-1	Closed	-$82	–	1067
2024 Q4	$82	Buy	+1	New	+$78	﹤0.01%	578
2023 Q2	–	Sell	-1	Closed	–	–	1069
2023 Q1	$0	Buy	+1	New	+$60	﹤0.01%	1233
2013 Q4	–	Sell	-1,100	Closed	-$34K	–	586
2013 Q3	$34K	Buy	+1,100	New	+$33.9K	0.01%	200

Other funds holding SEIC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

First Financial Bankshares Abilene, Texas $5.57B AUM 22.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Summit Securities Group's SEIC Position: Q3 2026 in Review

Summit Securities Group opened a new position in SEI Investments (SEIC) in Q3 2026: 329 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SEIC as recently as Q4 2024.

Summit Securities Group first reported a position in SEIC in Q3 2013 and has held it in 4 quarters since. The position peaked at $34K in Q3 2013. 348 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Summit Securities Group held 329 shares of SEI Investments worth $33.8K as of Q3 2026.
SEI Investments was a new Summit Securities Group position in Q3 2026.
SEI Investments made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #636 holding.
Summit Securities Group first reported a position in SEI Investments in Q3 2013 and has held it in 4 quarters since.
Summit Securities Group's SEI Investments position peaked at $34K in Q3 2013.
348 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.