AFCM
SEIC icon

Applied Finance Capital Management’s SEI Investments SEIC Stock Holding History

Applied Finance Capital 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
Q3 		– Sell
-3,238
Closed -$291K – 319
2025
Q2 		$291K Buy
+3,238
New +$261K 0.02% 256
2025
Q1 		– Sell
-3,110
Closed -$257K – 322
2024
Q4 		$257K Hold
3,110
– – 0.01% 262
2024
Q3 		$215K Buy
+3,110
New +$208K 0.01% 285

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 $3.38T AUM 44.17% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Applied Finance Capital Management's SEIC Position: Q3 2025 in Review

Applied Finance Capital Management sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 3,238 shares — an estimated $291K sold.

Applied Finance Capital Management first reported a position in SEIC in Q3 2024 and held it in 3 quarters. The position peaked at $291K in Q2 2025. 549 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Applied Finance Capital Management reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 3,238 SEI Investments shares in Q3 2025, an estimated $291K.
  • Applied Finance Capital Management first reported a position in SEI Investments in Q3 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's SEI Investments position peaked at $291K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.