Third View Private Wealth’s SEI Investments SEIC Stock Holding History

Third View Private 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 Q3	$3.5M	Sell	34,141 -127	-0.4%	-$13.2K	0.41%	62
2026 Q2	$3.01M	Sell	34,268 -2,237	-6%	-$195K	0.37%	67
2026 Q1	$2.86M	Buy	36,505 +2,276	+7%	+$187K	0.39%	66
2025 Q4	$2.81M	Buy	+34,229	New	+$2.81M	0.38%	67

Other funds holding SEIC

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Third View Private Wealth's SEIC Position: Q3 2026 in Review

Third View Private Wealth reduced its SEI Investments (SEIC) stake by 0.37% in Q3 2026, selling an estimated $13.2K and leaving 34,141 shares worth $3.5M. The position accounts for 0.41% of the portfolio, ranked #62.

Third View Private Wealth first reported a position in SEIC in Q4 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Third View Private Wealth held 34,141 shares of SEI Investments worth $3.5M as of Q3 2026.
Third View Private Wealth sold 127 SEI Investments shares in Q3 2026, an estimated $13.2K.
SEI Investments made up 0.41% of Third View Private Wealth's portfolio in Q3 2026, its #62 holding.
Third View Private Wealth first reported a position in SEI Investments in Q4 2025 and has held it in 4 quarters since.
310 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.