Wedmont Private Capital’s SEI Investments SEIC Stock Holding History

Wedmont Private Capital’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	$208K	Buy	+2,174	New	+$190K	0.01%	906

Other funds holding SEIC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital's SEIC Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in SEI Investments (SEIC) in Q2 2026: 2,174 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #906 among its holdings.

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

Wedmont Private Capital held 2,174 shares of SEI Investments worth $208K as of Q2 2026.
SEI Investments was a new Wedmont Private Capital position in Q2 2026.
SEI Investments made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #906 holding.
50 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.