AWM
SEIC icon

AE Wealth Management’s SEI Investments SEIC Stock Holding History

AE Wealth 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
2026
Q1 		$410K Buy
5,227
+977
+23% +$80.5K ﹤0.01% 1207
2025
Q4 		$349K Buy
4,250
+114
+3% +$9.37K ﹤0.01% 1236
2025
Q3 		$351K Buy
4,136
+459
+12% +$40.8K ﹤0.01% 1117
2025
Q2 		$330K Sell
3,677
-177
-5% -$14.3K ﹤0.01% 1077
2025
Q1 		$299K Buy
+3,854
New +$310K ﹤0.01% 1085
2024
Q1 		– Sell
-12,789
Closed -$817K – 1831
2023
Q4 		$817K Sell
12,789
-4,598
-26% -$268K ﹤0.01% 1229
2023
Q3 		$1.05M Buy
17,387
+2,348
+16% +$144K 0.01% 1077
2023
Q2 		$897K Buy
15,039
+652
+5% +$37.9K 0.01% 1133
2023
Q1 		$828K Buy
14,387
+871
+6% +$52.2K 0.01% 1119
2022
Q4 		$788K Buy
13,516
+612
+5% +$34.4K 0.01% 1092
2022
Q3 		$633K Buy
12,904
+3,654
+40% +$200K 0.01% 1127
2022
Q2 		$500K Buy
+9,250
New +$520K ﹤0.01% 1207

Other funds holding SEIC

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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