Thrive Wealth Management
SEIC icon

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
Q3 		$7.43M Sell
72,351
-1,584
-2% -$164K 0.92% 17
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 		$5.48M Buy
+90,009
New +$5.58M 1.87% 8

Other funds holding SEIC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Thrive Wealth Management's SEIC Position: Q3 2026 in Review

Thrive Wealth Management reduced its SEI Investments (SEIC) stake by 2.1% in Q3 2026, selling an estimated $164K and leaving 72,351 shares worth $7.43M. The position accounts for 0.92% of the portfolio, ranked #17.

Thrive Wealth Management first reported a position in SEIC in Q4 2021 and has held it in 20 quarters since. 75 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Thrive Wealth Management held 72,351 shares of SEI Investments worth $7.43M as of Q3 2026.
  • Thrive Wealth Management sold 1,584 SEI Investments shares in Q3 2026, an estimated $164K.
  • SEI Investments made up 0.92% of Thrive Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Thrive Wealth Management first reported a position in SEI Investments in Q4 2021 and has held it in 20 quarters since.
  • 75 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.