James T. Borello RIA
SEIC icon

James T. Borello RIA’s SEI Investments SEIC Stock Holding History

James T. Borello RIA’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 		$513 Buy
5
+1
+25% +$104 ﹤0.01% 1046
2026
Q2 		$351 Sell
4
-146
-97% -$12.7K ﹤0.01% 1079
2026
Q1 		$11.8K Buy
150
+148
+7,400% +$12.2K ﹤0.01% 517
2025
Q4 		$164 Sell
2
-26
-93% -$2.14K ﹤0.01% 1041
2025
Q3 		$2.38K Buy
+28
New +$2.49K ﹤0.01% 698

Other funds holding SEIC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

James T. Borello RIA's SEIC Position: Q3 2026 in Review

James T. Borello RIA increased its SEI Investments (SEIC) stake by 25% in Q3 2026, buying an estimated $104 and bringing the position to 5 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

James T. Borello RIA first reported a position in SEIC in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.8K in Q1 2026. 127 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • James T. Borello RIA held 5 shares of SEI Investments worth $513 as of Q3 2026.
  • James T. Borello RIA bought 1 SEI Investments share in Q3 2026, an estimated $104.
  • SEI Investments made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1046 holding.
  • James T. Borello RIA first reported a position in SEI Investments in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's SEI Investments position peaked at $11.8K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.