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WealthCollab’s SEI Investments SEIC Stock Holding History

WealthCollab’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 		$68.2K Hold
777
– – 0.02% 202
2026
Q1 		$61K Sell
777
-53
-6% -$4.36K 0.03% 188
2025
Q4 		$68.1K Buy
830
+64
+8% +$5.26K 0.03% 183
2025
Q3 		$65K Hold
766
– – 0.03% 167
2025
Q2 		$68.8K Buy
766
+193
+34% +$15.6K 0.04% 147
2025
Q1 		$44.5K Buy
573
+46
+9% +$3.7K 0.03% 177
2024
Q4 		$43.5K Hold
527
– – 0.03% 175
2024
Q3 		$36.5K Buy
527
+177
+51% +$11.8K 0.02% 200
2024
Q2 		$22.6K Sell
350
-25
-7% -$1.68K 0.02% 266
2024
Q1 		$27K Hold
375
– – 0.02% 251
2023
Q4 		$23.8K Buy
+375
New +$21.9K 0.02% 245

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 $3.37T AUM 44.26% 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

WealthCollab's SEIC Position: Q2 2026 in Review

WealthCollab held its SEI Investments (SEIC) position steady in Q2 2026 at 777 shares worth $68.2K. The position accounts for 0.02% of the portfolio, ranked #202.

WealthCollab first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.8K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • WealthCollab held 777 shares of SEI Investments worth $68.2K as of Q2 2026.
  • WealthCollab left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up 0.02% of WealthCollab's portfolio in Q2 2026, its #202 holding.
  • WealthCollab first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's SEI Investments position peaked at $68.8K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.