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TrueWealth Advisors’s SEI Investments SEIC Stock Holding History

TrueWealth Advisors’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 		$271K Hold
2,640
– – 0.06% 210
2026
Q2 		$232K Hold
2,640
– – 0.05% 223
2026
Q1 		$207K Hold
2,640
– – 0.05% 232
2025
Q4 		$217K Hold
2,640
– – 0.06% 230
2025
Q3 		$224K Hold
2,640
– – 0.06% 212
2025
Q2 		$237K Hold
2,640
– – 0.07% 198
2025
Q1 		$205K Hold
2,640
– – 0.07% 202
2024
Q4 		$218K Buy
+2,640
New +$207K 0.07% 210

Other funds holding SEIC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

TrueWealth Advisors's SEIC Position: Q3 2026 in Review

TrueWealth Advisors held its SEI Investments (SEIC) position steady in Q3 2026 at 2,640 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #210.

TrueWealth Advisors first reported a position in SEIC in Q4 2024 and has held it in 8 quarters since. 326 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • TrueWealth Advisors held 2,640 shares of SEI Investments worth $271K as of Q3 2026.
  • TrueWealth Advisors left its SEI Investments share count unchanged in Q3 2026.
  • SEI Investments made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #210 holding.
  • TrueWealth Advisors first reported a position in SEI Investments in Q4 2024 and has held it in 8 quarters since.
  • 326 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.