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USA FINANCIAL FORMULAS’s SEI Investments SEIC Stock Holding History

USA FINANCIAL FORMULAS’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 		$526 Buy
+6
New +$523 ﹤0.01% 382

Other funds holding SEIC

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

USA FINANCIAL FORMULAS's SEIC Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in SEI Investments (SEIC) in Q2 2026: 6 shares worth $526. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings.

242 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • USA FINANCIAL FORMULAS held 6 shares of SEI Investments worth $526 as of Q2 2026.
  • SEI Investments was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • SEI Investments made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #382 holding.
  • 242 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.