Altshuler Shaham’s SEI Investments SEIC Stock Holding History

Altshuler Shaham’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 Q2	$4.3K	Sell	49 -2	-4%	-$174	﹤0.01%	407
2026 Q1	$4K	Hold	51	–	–	﹤0.01%	328
2025 Q4	$4.18K	Buy	51 +3	+6%	+$247	﹤0.01%	299
2025 Q3	$4.07K	Sell	48 -1	-2%	-$89	﹤0.01%	303
2025 Q2	$4.4K	Sell	49 -1	-2%	-$81	﹤0.01%	237
2025 Q1	$3.88K	Hold	50	–	–	﹤0.01%	242
2024 Q4	$4.12K	Sell	50 -326	-87%	-$25.6K	﹤0.01%	277
2024 Q3	$26K	Buy	376 +18	+5%	+$1.2K	﹤0.01%	123
2024 Q2	$23.2K	Sell	358 -49	-12%	-$3.29K	﹤0.01%	156
2024 Q1	$29.3K	Buy	+407	New	+$27K	﹤0.01%	141

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Altshuler Shaham's SEIC Position: Q2 2026 in Review

Altshuler Shaham reduced its SEI Investments (SEIC) stake by 3.9% in Q2 2026, selling an estimated $174 and leaving 49 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Altshuler Shaham first reported a position in SEIC in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.3K in Q1 2024. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Altshuler Shaham held 49 shares of SEI Investments worth $4.3K as of Q2 2026.
Altshuler Shaham sold 2 SEI Investments shares in Q2 2026, an estimated $174.
SEI Investments made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #407 holding.
Altshuler Shaham first reported a position in SEI Investments in Q1 2024 and has held it in 10 quarters since.
Altshuler Shaham's SEI Investments position peaked at $29.3K in Q1 2024.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.