TopTier Wealth Management’s SEI Investments SEIC Stock Holding History

TopTier 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	–	Sell	-3	Closed	-$235	–	628
2026 Q1	$235	Buy	+3	New	+$247	﹤0.01%	762

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

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

TopTier Wealth Management sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 3 shares — an estimated $235 sold.

TopTier Wealth Management first reported a position in SEIC in Q1 2026 and held it in 1 quarter. The position peaked at $235 in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

TopTier Wealth Management reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 3 SEI Investments shares in Q2 2026, an estimated $235.
TopTier Wealth Management first reported a position in SEI Investments in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's SEI Investments position peaked at $235 in Q1 2026.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.