TD Private Client Wealth’s SEI Investments SEIC Stock Holding History

TD Private Client 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 Q2	$4.56K	Buy	+52	New	+$4.54K	﹤0.01%	1233
2023 Q3	–	Sell	-33	Closed	-$1.97K	–	1266
2023 Q2	$1.97K	Hold	33	–	–	﹤0.01%	1170
2023 Q1	$1.9K	Hold	33	–	–	﹤0.01%	1155
2022 Q4	$1.92K	Hold	33	–	–	﹤0.01%	1117
2022 Q3	$1.62K	Hold	33	–	–	﹤0.01%	1124
2022 Q2	$1.78K	Hold	33	–	–	﹤0.01%	1141
2022 Q1	$1.99K	Hold	33	–	–	﹤0.01%	1169
2021 Q4	$2.01K	Hold	33	–	–	﹤0.01%	1018
2021 Q3	$1.96K	Hold	33	–	–	﹤0.01%	1039
2021 Q2	$2.04K	Hold	33	–	–	﹤0.01%	1040
2021 Q1	$2.01K	Hold	33	–	–	﹤0.01%	1004
2020 Q4	$1.9K	Sell	33 -29	-47%	-$1.58K	﹤0.01%	964
2020 Q3	$3.15K	Hold	62	–	–	﹤0.01%	879
2020 Q2	$3.41K	Buy	+62	New	+$3.24K	﹤0.01%	867

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 $3.37T AUM 44.26% 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

TD Private Client Wealth's SEIC Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in SEI Investments (SEIC) in Q2 2026: 52 shares worth $4.56K. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in SEIC as recently as Q2 2023.

TD Private Client Wealth first reported a position in SEIC in Q2 2020 and has held it in 14 quarters since. 573 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

TD Private Client Wealth held 52 shares of SEI Investments worth $4.56K as of Q2 2026.
SEI Investments was a new TD Private Client Wealth position in Q2 2026.
SEI Investments made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1233 holding.
TD Private Client Wealth first reported a position in SEI Investments in Q2 2020 and has held it in 14 quarters since.
573 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.