Anchor Investment Management’s SEI Investments SEIC Stock Holding History

Anchor 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
2026 Q2	$17.5K	Hold	200	–	–	﹤0.01%	792
2026 Q1	$15.7K	Hold	200	–	–	﹤0.01%	776
2025 Q4	$16.4K	Hold	200	–	–	﹤0.01%	751
2025 Q3	$17K	Hold	200	–	–	﹤0.01%	748
2025 Q2	$18K	Hold	200	–	–	﹤0.01%	735
2025 Q1	$15.5K	Hold	200	–	–	﹤0.01%	737
2024 Q4	$16.5K	Hold	200	–	–	﹤0.01%	740
2024 Q3	$13.8K	Hold	200	–	–	﹤0.01%	739
2024 Q2	$12.9K	Hold	200	–	–	﹤0.01%	711
2024 Q1	$14.4K	Hold	200	–	–	﹤0.01%	721
2023 Q4	$12.7K	Hold	200	–	–	﹤0.01%	712
2023 Q3	$12K	Hold	200	–	–	﹤0.01%	721
2023 Q2	$11.9K	Hold	200	–	–	﹤0.01%	709
2023 Q1	$11.5K	Hold	200	–	–	﹤0.01%	718
2022 Q4	$11.7K	Hold	200	–	–	﹤0.01%	698
2022 Q3	$9.81K	Hold	200	–	–	﹤0.01%	719
2022 Q2	$10.8K	Hold	200	–	–	﹤0.01%	720
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	734
2021 Q4	$12.2K	Hold	200	–	–	﹤0.01%	756
2021 Q3	$11.9K	Sell	200 -75	-27%	-$4.58K	﹤0.01%	697
2021 Q2	$17K	Hold	275	–	–	﹤0.01%	677
2021 Q1	$16.8K	Sell	275 -375	-58%	-$22K	﹤0.01%	646
2020 Q4	$37.4K	Hold	650	–	–	0.01%	514
2020 Q3	$33K	Hold	650	–	–	0.01%	505
2020 Q2	$35.7K	Hold	650	–	–	0.01%	479
2020 Q1	$30.1K	Sell	650 -100	-13%	-$5.95K	0.01%	495
2019 Q4	$49.1K	Buy	750 +100	+15%	+$6.22K	0.01%	464
2019 Q3	$38.5K	Buy	650 +150	+30%	+$8.67K	0.01%	488
2019 Q2	$28.1K	Buy	+500	New	+$27K	0.01%	527

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 $3.38T AUM 44.17% 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

Anchor Investment Management's SEIC Position: Q2 2026 in Review

Anchor Investment Management held its SEI Investments (SEIC) position steady in Q2 2026 at 200 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Anchor Investment Management first reported a position in SEIC in Q2 2019 and has held it in 29 quarters since. The position peaked at $49.1K in Q4 2019. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Anchor Investment Management held 200 shares of SEI Investments worth $17.5K as of Q2 2026.
Anchor Investment Management left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #792 holding.
Anchor Investment Management first reported a position in SEI Investments in Q2 2019 and has held it in 29 quarters since.
Anchor Investment Management's SEI Investments position peaked at $49.1K in Q4 2019.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.