Ullmann Wealth Partners Group’s SEI Investments SEIC Stock Holding History

Ullmann Wealth Partners Group’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	$227K	Buy	+2,593	New	+$226K	0.02%	158

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

Ullmann Wealth Partners Group's SEIC Position: Q2 2026 in Review

Ullmann Wealth Partners Group opened a new position in SEI Investments (SEIC) in Q2 2026: 2,593 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings.

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

Ullmann Wealth Partners Group held 2,593 shares of SEI Investments worth $227K as of Q2 2026.
SEI Investments was a new Ullmann Wealth Partners Group position in Q2 2026.
SEI Investments made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #158 holding.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.