Arax Advisory Partners’s SEI Investments SEIC Stock Holding History

Arax Advisory Partners’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	$2.64M	Buy	30,065 +10,746	+56%	+$937K	0.02%	716
2026 Q1	$1.52M	Buy	19,319 +18,231	+1,676%	+$1.5M	0.04%	336
2025 Q4	$89.2K	Sell	1,088 -9,162	-89%	-$753K	﹤0.01%	1380
2025 Q3	$870K	Buy	10,250 +9,283	+960%	+$825K	0.01%	696
2025 Q2	$114K	Sell	967 -159	-14%	-$12.8K	0.01%	871
2025 Q1	$87.4K	Sell	1,126 -494	-30%	-$39.7K	0.01%	766
2024 Q4	$134K	Buy	1,620 +8	+0.5%	+$627	0.01%	590
2024 Q3	$112K	Buy	1,612 +368	+30%	+$24.6K	0.01%	469
2024 Q2	$80.5K	Buy	1,244 +430	+53%	+$28.9K	0.01%	520
2024 Q1	$58.5K	Hold	814	–	–	0.01%	463
2023 Q4	$51.7K	Buy	814 +1	+0.1%	+$58	0.01%	469
2023 Q3	$49K	Sell	813 -182	-18%	-$11.2K	0.01%	467
2023 Q2	$59.3K	Sell	995 -401	-29%	-$23.3K	0.01%	441
2023 Q1	$80.3K	Buy	1,396 +1	+0.1%	+$60	0.01%	385
2022 Q4	$81.3K	Buy	1,395 +13	+0.9%	+$731	0.01%	364
2022 Q3	$68K	Buy	1,382 +19	+1%	+$1.04K	0.01%	379
2022 Q2	$74K	Buy	1,363 +36	+3%	+$2.03K	0.01%	365
2022 Q1	$80K	Buy	1,327 +26	+2%	+$1.55K	0.01%	379
2021 Q4	$79K	Buy	1,301 +34	+3%	+$2.11K	0.01%	386
2021 Q3	$75K	Buy	1,267 +13	+1%	+$793	0.01%	392
2021 Q2	$78K	Buy	+1,254	New	+$78.2K	0.01%	394
2020 Q4	$84K	Sell	1,470 -8	-0.5%	-$437	0.01%	325
2020 Q3	$75K	Sell	1,478 -173	-10%	-$9.14K	0.01%	309
2020 Q2	$91K	Sell	1,651 -13	-0.8%	-$680	0.02%	272
2020 Q1	$77K	Sell	1,664 -83	-5%	-$4.94K	0.02%	273
2019 Q4	$114K	Buy	1,747 +31	+2%	+$1.93K	0.03%	233
2019 Q3	$102K	Buy	1,716 +69	+4%	+$3.99K	0.03%	240
2019 Q2	$92K	Buy	+1,647	New	+$88.8K	0.03%	247
2018 Q4	$89K	Sell	1,929 -168	-8%	-$8.85K	0.04%	197
2018 Q3	$128K	Buy	+2,097	New	+$130K	0.05%	165

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

Arax Advisory Partners's SEIC Position: Q2 2026 in Review

Arax Advisory Partners increased its SEI Investments (SEIC) stake by 56% in Q2 2026, buying an estimated $937K and bringing the position to 30,065 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #716.

Arax Advisory Partners first reported a position in SEIC in Q3 2018 and has held it in 30 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Arax Advisory Partners held 30,065 shares of SEI Investments worth $2.64M as of Q2 2026.
Arax Advisory Partners bought 10,746 SEI Investments shares in Q2 2026, an estimated $937K.
SEI Investments made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #716 holding.
Arax Advisory Partners first reported a position in SEI Investments in Q3 2018 and has held it in 30 quarters since.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.