Advisornet Financial’s SEI Investments SEIC Stock Holding History

Advisornet Financial’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 Q1	$392	Buy	5 +1	+25%	+$82	﹤0.01%	2116
2025 Q4	$328	Hold	4	–	–	﹤0.01%	2128
2025 Q3	$339	Sell	4 -1	-20%	-$89	﹤0.01%	2113
2025 Q2	$449	Hold	5	–	–	﹤0.01%	2074
2025 Q1	$388	Buy	+5	New	+$402	﹤0.01%	2007
2024 Q4	–	Sell	-10	Closed	-$692	–	2232
2024 Q3	$692	Sell	10 -10	-50%	-$668	﹤0.01%	1992
2024 Q2	$1.29K	Buy	20 +10	+100%	+$672	﹤0.01%	1740
2024 Q1	$719	Hold	10	–	–	﹤0.01%	1844
2023 Q4	$636	Buy	+10	New	+$583	﹤0.01%	2027
2023 Q2	–	Sell	-45	Closed	-$2.59K	–	2482
2023 Q1	$2.59K	Buy	45 +9	+25%	+$540	﹤0.01%	1638
2022 Q4	$2.1K	Buy	+36	New	+$2.02K	﹤0.01%	1657

Other funds holding SEIC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return