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Thrive Wealth Management’s SEI Investments SEIC Stock Holding History

Thrive Wealth 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 		$6.48M Sell
73,935
-2,844
-4% -$248K 0.82% 17
2026
Q1 		$6.02M Sell
76,779
-4,390
-5% -$362K 0.9% 17
2025
Q4 		$6.66M Buy
81,169
+1,873
+2% +$154K 0.98% 16
2025
Q3 		$6.73M Buy
79,296
+40,463
+104% +$3.6M 1.01% 15
2025
Q2 		$3.49M Sell
38,833
-2,286
-6% -$184K 0.56% 25
2025
Q1 		$3.19M Sell
41,119
-1,188
-3% -$95.5K 0.61% 24
2024
Q4 		$3.49M Buy
42,307
+362
+0.9% +$28.4K 0.63% 21
2024
Q3 		$2.9M Buy
41,945
+17
+0% +$1.14K 0.53% 25
2024
Q2 		$2.71M Buy
41,928
+1,205
+3% +$81K 0.53% 23
2024
Q1 		$2.93M Sell
40,723
-39,125
-49% -$2.6M 0.61% 21
2023
Q4 		$5.07M Sell
79,848
-24,077
-23% -$1.4M 1.13% 15
2023
Q3 		$6.26M Buy
103,925
+5,204
+5% +$320K 1.67% 9
2023
Q2 		$5.89M Sell
98,721
-2,538
-3% -$148K 1.52% 10
2023
Q1 		$5.83M Sell
101,259
-2,558
-2% -$153K 1.49% 12
2022
Q4 		$6.05M Buy
103,817
+8,094
+8% +$455K 1.73% 10
2022
Q3 		$4.7M Buy
95,723
+4,249
+5% +$232K 1.64% 10
2022
Q2 		$4.94M Buy
91,474
+1,250
+1% +$70.3K 1.72% 9
2022
Q1 		$5.43M Buy
90,224
+215
+0.2% +$12.8K 1.61% 11
2021
Q4 		$5.49M Buy
+90,009
New +$5.58M 1.87% 8

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrive Wealth Management's SEIC Position: Q2 2026 in Review

Thrive Wealth Management reduced its SEI Investments (SEIC) stake by 3.7% in Q2 2026, selling an estimated $248K and leaving 73,935 shares worth $6.48M. The position accounts for 0.82% of the portfolio, ranked #17.

Thrive Wealth Management first reported a position in SEIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.73M in Q3 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Thrive Wealth Management held 73,935 shares of SEI Investments worth $6.48M as of Q2 2026.
  • Thrive Wealth Management sold 2,844 SEI Investments shares in Q2 2026, an estimated $248K.
  • SEI Investments made up 0.82% of Thrive Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Thrive Wealth Management first reported a position in SEI Investments in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's SEI Investments position peaked at $6.73M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.