TFC Financial Management’s SEI Investments SEIC Stock Holding History

TFC Financial 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	$88	Hold	1	–	–	﹤0.01%	932
2026 Q1	$79	Hold	1	–	–	﹤0.01%	903
2025 Q4	$83	Hold	1	–	–	﹤0.01%	887
2025 Q3	$85	Hold	1	–	–	﹤0.01%	919
2025 Q2	$90	Hold	1	–	–	﹤0.01%	902
2025 Q1	$78	Hold	1	–	–	﹤0.01%	863
2024 Q4	$83	Hold	1	–	–	﹤0.01%	863
2024 Q3	$70	Hold	1	–	–	﹤0.01%	898
2024 Q2	$65	Buy	+1	New	+$67	﹤0.01%	883
2023 Q2	–	Sell	-4	Closed	-$231	–	739
2023 Q1	$231	Buy	+4	New	+$240	﹤0.01%	621

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

TFC Financial Management's SEIC Position: Q2 2026 in Review

TFC Financial Management held its SEI Investments (SEIC) position steady in Q2 2026 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #932.

TFC Financial Management first reported a position in SEIC in Q1 2023 and has held it in 10 quarters since. The position peaked at $231 in Q1 2023. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

TFC Financial Management held 1 share of SEI Investments worth $88 as of Q2 2026.
TFC Financial Management left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #932 holding.
TFC Financial Management first reported a position in SEI Investments in Q1 2023 and has held it in 10 quarters since.
TFC Financial Management's SEI Investments position peaked at $231 in Q1 2023.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.