West Paces Advisors’s SEI Investments SEIC Stock Holding History

West Paces 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 Q3	$4.31K	Hold	42	–	–	﹤0.01%	472
2026 Q2	$3.68K	Buy	+42	New	+$3.66K	﹤0.01%	494
2025 Q2	–	Sell	-42	Closed	-$3.26K	–	495
2025 Q1	$3.26K	Hold	42	–	–	﹤0.01%	406
2024 Q4	$3.46K	Hold	42	–	–	﹤0.01%	400
2024 Q3	$2.91K	Hold	42	–	–	﹤0.01%	411
2024 Q2	$2.72K	Hold	42	–	–	﹤0.01%	425
2024 Q1	$3.02K	Buy	+42	New	+$2.79K	﹤0.01%	421

Other funds holding SEIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

West Paces Advisors's SEIC Position: Q3 2026 in Review

West Paces Advisors held its SEI Investments (SEIC) position steady in Q3 2026 at 42 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

West Paces Advisors first reported a position in SEIC in Q1 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

West Paces Advisors held 42 shares of SEI Investments worth $4.31K as of Q3 2026.
West Paces Advisors left its SEI Investments share count unchanged in Q3 2026.
SEI Investments made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #472 holding.
West Paces Advisors first reported a position in SEI Investments in Q1 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.