Planning Strategies Inc.’s SEI Investments SEIC Stock Holding History

Planning Strategies Inc.’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	$877	Buy	+10	New	+$872	﹤0.01%	765

Other funds holding SEIC

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

TWM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Strategies Inc.'s SEIC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SEI Investments (SEIC) in Q2 2026: 10 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings.

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

Planning Strategies Inc. held 10 shares of SEI Investments worth $877 as of Q2 2026.
SEI Investments was a new Planning Strategies Inc. position in Q2 2026.
SEI Investments made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #765 holding.
169 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.