UFPG
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United Financial Planning Group’s SEI Investments SEIC Stock Holding History

United Financial Planning 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 		– Sell
-33
Closed -$2.59K – 528
2026
Q1 		$2.59K Hold
33
– – ﹤0.01% 410
2025
Q4 		$2.71K Buy
+33
New +$2.71K ﹤0.01% 316

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Financial Planning Group's SEIC Position: Q2 2026 in Review

United Financial Planning Group sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 33 shares — an estimated $2.59K sold.

United Financial Planning Group first reported a position in SEIC in Q4 2025 and held it in 2 quarters. The position peaked at $2.71K in Q4 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • United Financial Planning Group reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 33 SEI Investments shares in Q2 2026, an estimated $2.59K.
  • United Financial Planning Group first reported a position in SEI Investments in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's SEI Investments position peaked at $2.71K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.