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Advyzon Investment Management’s SEI Investments SEIC Stock Holding History

Advyzon Investment Management’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
-5,396
Closed -$458K – 599
2025
Q3 		$458K Buy
5,396
+1,022
+23% +$90.8K 0.08% 239
2025
Q2 		$393K Buy
+4,374
New +$352K 0.09% 215

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

Advyzon Investment Management's SEIC Position: Q4 2025 in Review

Advyzon Investment Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 5,396 shares — an estimated $458K sold.

Advyzon Investment Management first reported a position in SEIC in Q2 2025 and held it in 2 quarters. The position peaked at $458K in Q3 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Advyzon Investment Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 5,396 SEI Investments shares in Q4 2025, an estimated $458K.
  • Advyzon Investment Management first reported a position in SEI Investments in Q2 2025 and held it in 2 quarters.
  • Advyzon Investment Management's SEI Investments position peaked at $458K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.