Toth Financial Advisory’s SEI Investments SEIC Stock Holding History

Toth Financial Advisory’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	$43.1K	Hold	420	–	–	﹤0.01%	397
2026 Q2	$36.8K	Hold	420	–	–	﹤0.01%	420
2026 Q1	$33K	Hold	420	–	–	﹤0.01%	415
2025 Q4	$34.4K	Sell	420 -246	-37%	-$20.2K	﹤0.01%	407
2025 Q3	$56.5K	Hold	666	–	–	0.01%	335
2025 Q2	$59.8K	Hold	666	–	–	0.01%	288
2025 Q1	$51.7K	Hold	666	–	–	0.01%	290
2024 Q4	$54.9K	Sell	666 -300	-31%	-$23.5K	0.01%	290
2024 Q3	$66.8K	Hold	966	–	–	0.01%	263
2024 Q2	$62.5K	Hold	966	–	–	0.01%	269
2024 Q1	$69.5K	Sell	966 -225	-19%	-$14.9K	0.01%	264
2023 Q4	$75.7K	Sell	1,191 -200	-14%	-$11.7K	0.01%	260
2023 Q3	$83.8K	Hold	1,391	–	–	0.01%	226
2023 Q2	$82.9K	Hold	1,391	–	–	0.01%	228
2023 Q1	$80.1K	Buy	1,391 +25	+2%	+$1.5K	0.01%	233
2022 Q4	$79.6K	Hold	1,366	–	–	0.01%	243
2022 Q3	$67K	Hold	1,366	–	–	0.01%	247
2022 Q2	$74K	Sell	1,366 -44	-3%	-$2.48K	0.01%	237
2022 Q1	$85K	Hold	1,410	–	–	0.01%	239
2021 Q4	$86K	Sell	1,410 -25	-2%	-$1.55K	0.01%	249
2021 Q3	$85K	Buy	1,435 +10	+0.7%	+$610	0.01%	257
2021 Q2	$88K	Buy	1,425 +380	+36%	+$23.7K	0.01%	235
2021 Q1	$64K	Buy	1,045 +125	+14%	+$7.32K	0.01%	270
2020 Q4	$53K	Buy	920 +75	+9%	+$4.1K	0.01%	256
2020 Q3	$43K	Buy	+845	New	+$44.7K	0.01%	247

Other funds holding SEIC

JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Toth Financial Advisory's SEIC Position: Q3 2026 in Review

Toth Financial Advisory held its SEI Investments (SEIC) position steady in Q3 2026 at 420 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Toth Financial Advisory first reported a position in SEIC in Q3 2020 and has held it in 25 quarters since. The position peaked at $88K in Q2 2021. 175 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Toth Financial Advisory held 420 shares of SEI Investments worth $43.1K as of Q3 2026.
Toth Financial Advisory left its SEI Investments share count unchanged in Q3 2026.
SEI Investments made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #397 holding.
Toth Financial Advisory first reported a position in SEI Investments in Q3 2020 and has held it in 25 quarters since.
Toth Financial Advisory's SEI Investments position peaked at $88K in Q2 2021.
175 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.