United Capital Financial Advisors’s SEI Investments SEIC Stock Holding History

United Capital Financial 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 Q2	$478K	Sell	5,451 -1,444	-21%	-$126K	﹤0.01%	1146
2026 Q1	$541K	Buy	6,895 +3,879	+129%	+$319K	﹤0.01%	1029
2025 Q4	$247K	Buy	+3,016	New	+$248K	﹤0.01%	1245
2016 Q4	–	Sell	-25,080	Closed	-$1.14M	–	1314
2016 Q3	$1.14M	Hold	25,080	–	–	0.01%	738
2016 Q2	$1.2M	Hold	25,080	–	–	0.01%	680
2016 Q1	$1.08M	Buy	25,080 +3,100	+14%	+$127K	0.01%	682
2015 Q4	$1.15M	Hold	21,980	–	–	0.01%	656
2015 Q3	$1.06M	Hold	21,980	–	–	0.01%	676
2015 Q2	$1.08M	Hold	21,980	–	–	0.01%	712
2015 Q1	$1M	Sell	21,980 -500	-2%	-$21K	0.01%	719
2014 Q4	$900K	Buy	22,480 +3,600	+19%	+$138K	0.01%	674
2014 Q3	$683K	Buy	18,880 +7,200	+62%	+$257K	0.01%	705
2014 Q2	$383K	Hold	11,680	–	–	0.01%	720
2014 Q1	$393K	Buy	+11,680	New	+$397K	0.01%	700

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

United Capital Financial Advisors's SEIC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its SEI Investments (SEIC) stake by 21% in Q2 2026, selling an estimated $126K and leaving 5,451 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

United Capital Financial Advisors first reported a position in SEIC in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2016. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

United Capital Financial Advisors held 5,451 shares of SEI Investments worth $478K as of Q2 2026.
United Capital Financial Advisors sold 1,444 SEI Investments shares in Q2 2026, an estimated $126K.
SEI Investments made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1146 holding.
United Capital Financial Advisors first reported a position in SEI Investments in Q1 2014 and has held it in 14 quarters since.
United Capital Financial Advisors's SEI Investments position peaked at $1.2M in Q2 2016.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.