Arlington Trust’s SEI Investments SEIC Stock Holding History

Arlington Trust’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	$21.8K	Hold	248	–	–	﹤0.01%	380
2026 Q1	$19.5K	Hold	248	–	–	﹤0.01%	333
2025 Q4	$20.3K	Hold	248	–	–	﹤0.01%	248
2025 Q3	$21K	Hold	248	–	–	﹤0.01%	444
2025 Q2	$22.3K	Hold	248	–	–	﹤0.01%	433
2025 Q1	$19.3K	Hold	248	–	–	﹤0.01%	466
2024 Q4	$20.5K	Hold	248	–	–	﹤0.01%	422
2024 Q3	$17.2K	Hold	248	–	–	﹤0.01%	413
2024 Q2	$16K	Hold	248	–	–	﹤0.01%	418
2024 Q1	$17.8K	Hold	248	–	–	﹤0.01%	348
2023 Q4	$15.8K	Buy	+248	New	+$14.5K	﹤0.01%	370

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

Arlington Trust's SEIC Position: Q2 2026 in Review

Arlington Trust held its SEI Investments (SEIC) position steady in Q2 2026 at 248 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Arlington Trust first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.3K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Arlington Trust held 248 shares of SEI Investments worth $21.8K as of Q2 2026.
Arlington Trust left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #380 holding.
Arlington Trust first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's SEI Investments position peaked at $22.3K in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.