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Aaron Wealth Advisors’s SEI Investments SEIC Stock Holding History

Aaron Wealth 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
2025
Q4 		– Sell
-3,999
Closed -$339K – 711
2025
Q3 		$339K Buy
+3,999
New +$355K 0.02% 503

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aaron Wealth Advisors's SEIC Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 3,999 shares — an estimated $339K sold.

Aaron Wealth Advisors first reported a position in SEIC in Q3 2025 and held it in 1 quarter. The position peaked at $339K in Q3 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Aaron Wealth Advisors reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 3,999 SEI Investments shares in Q4 2025, an estimated $339K.
  • Aaron Wealth Advisors first reported a position in SEI Investments in Q3 2025 and held it in 1 quarter.
  • Aaron Wealth Advisors's SEI Investments position peaked at $339K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.