Twin Peaks Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
Twin Peaks Wealth Advisors's SEIC Position: Q1 2026 in Review
Twin Peaks Wealth Advisors opened a new position in SEI Investments (SEIC) in Q1 2026: 125 shares worth $9.81K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SEIC as recently as Q2 2025.
Twin Peaks Wealth Advisors first reported a position in SEIC in Q2 2025 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Twin Peaks Wealth Advisors held 125 shares of SEI Investments worth $9.81K as of Q1 2026.
- SEI Investments was a new Twin Peaks Wealth Advisors position in Q1 2026.
- SEI Investments made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1078 holding.
- Twin Peaks Wealth Advisors first reported a position in SEI Investments in Q2 2025 and has held it in 2 quarters since.
- 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.