Apriem Advisors’s SEI Investments SEIC Stock Holding History

Apriem Advisors’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	–	Sell	-2,648	Closed	-$217K	–	201
2025 Q4	$217K	Hold	2,648	–	–	0.02%	174
2025 Q3	$225K	Hold	2,648	–	–	0.02%	173
2025 Q2	$238K	Buy	+2,648	New	+$213K	0.03%	166
2017 Q2	–	Sell	-35	Closed	-$2K	–	472
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	600
2016 Q4	$2K	Buy	+35	New	+$1.64K	﹤0.01%	634

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Apriem Advisors's SEIC Position: Q1 2026 in Review

Apriem Advisors sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 2,648 shares — an estimated $217K sold.

Apriem Advisors first reported a position in SEIC in Q4 2016 and held it in 5 quarters. The position peaked at $238K in Q2 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Apriem Advisors reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
Apriem Advisors sold 2,648 SEI Investments shares in Q1 2026, an estimated $217K.
Apriem Advisors first reported a position in SEI Investments in Q4 2016 and held it in 5 quarters.
Apriem Advisors's SEI Investments position peaked at $238K in Q2 2025.
568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.