Wealth Alliance Advisory Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.29M | Hold |
37,504
| – | – | 0.48% | 45 |
|
|
2026
Q1 | $2.94M | Hold |
37,504
| – | – | 0.47% | 44 |
|
|
2025
Q4 | $3.08M | Hold |
37,504
| – | – | 0.53% | 37 |
|
|
2025
Q3 | $3.18M | Hold |
37,504
| – | – | 0.57% | 37 |
|
|
2025
Q2 | $3.37M | Hold |
37,504
| – | – | 0.64% | 34 |
|
|
2025
Q1 | $2.91M | Hold |
37,504
| – | – | 0.6% | 33 |
|
|
2024
Q4 | $3.09M | Hold |
37,504
| – | – | 0.65% | 33 |
|
|
2024
Q3 | $2.59M | Hold |
37,504
| – | – | 0.55% | 40 |
|
|
2024
Q2 | $2.43M | Hold |
37,504
| – | – | 0.55% | 35 |
|
|
2024
Q1 | $2.7M | Hold |
37,504
| – | – | 0.63% | 32 |
|
|
2023
Q4 | $2.38M | Hold |
37,504
| – | – | 0.62% | 32 |
|
|
2023
Q3 | $2.26M | Hold |
37,504
| – | – | 0.67% | 31 |
|
|
2023
Q2 | $2.24M | Hold |
37,504
| – | – | 0.79% | 26 |
|
|
2023
Q1 | $2.16M | Hold |
37,504
| – | – | 0.81% | 23 |
|
|
2022
Q4 | $2.19M | Hold |
37,504
| – | – | 0.84% | 24 |
|
|
2022
Q3 | $1.84M | Hold |
37,504
| – | – | 0.81% | 25 |
|
|
2022
Q2 | $2.03M | Hold |
37,504
| – | – | 0.96% | 19 |
|
|
2022
Q1 | $2.26M | Hold |
37,504
| – | – | 0.98% | 22 |
|
|
2021
Q4 | $2.29M | Hold |
37,504
| – | – | 0.99% | 22 |
|
|
2021
Q3 | $2.22M | Hold |
37,504
| – | – | 1.08% | 17 |
|
|
2021
Q2 | $2.32M | Hold |
37,504
| – | – | 1.13% | 16 |
|
|
2021
Q1 | $2.29M | Hold |
37,504
| – | – | 1.17% | 16 |
|
|
2020
Q4 | $2.15M | Hold |
37,504
| – | – | 1.17% | 18 |
|
|
2020
Q3 | $1.9M | Hold |
37,504
| – | – | 1.13% | 18 |
|
|
2020
Q2 | $2.06M | Hold |
37,504
| – | – | 1.26% | 16 |
|
|
2020
Q1 | $1.74M | Hold |
37,504
| – | – | 1.35% | 16 |
|
|
2019
Q4 | $2.46M | Hold |
37,504
| – | – | 1.4% | 16 |
|
|
2019
Q3 | $2.22M | Hold |
37,504
| – | – | 1.38% | 18 |
|
|
2019
Q2 | $2.12M | Hold |
37,504
| – | – | 1.3% | 18 |
|
|
2019
Q1 | $1.99M | Hold |
37,504
| – | – | 1.29% | 18 |
|
|
2018
Q4 | $1.73M | Hold |
37,504
| – | – | 1.3% | 19 |
|
|
2018
Q3 | $2.29M | Hold |
37,504
| – | – | 1.17% | 21 |
|
|
2018
Q2 | $2.35M | Hold |
37,504
| – | – | 1.29% | 20 |
|
|
2018
Q1 | $2.81M | Buy |
37,504
+19,820
| +112% | +$1.48M | 1.64% | 17 |
|
|
2017
Q4 | $1.27M | Buy |
+17,684
| New | +$1.18M | 1.14% | 22 |
|
Other funds holding SEIC
Wealth Alliance Advisory Group's SEIC Position: Q2 2026 in Review
Wealth Alliance Advisory Group held its SEI Investments (SEIC) position steady in Q2 2026 at 37,504 shares worth $3.29M. The position accounts for 0.48% of the portfolio, ranked #45.
Wealth Alliance Advisory Group first reported a position in SEIC in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.37M in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Wealth Alliance Advisory Group held 37,504 shares of SEI Investments worth $3.29M as of Q2 2026.
- Wealth Alliance Advisory Group left its SEI Investments share count unchanged in Q2 2026.
- SEI Investments made up 0.48% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #45 holding.
- Wealth Alliance Advisory Group first reported a position in SEI Investments in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's SEI Investments position peaked at $3.37M in Q2 2025.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.