B. Metzler seel. Sohn & Co
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B. Metzler seel. Sohn & Co’s SEI Investments SEIC Stock Holding History

B. Metzler seel. Sohn & Co’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
Q2 		– Sell
-2,882
Closed -$224K – 751
2025
Q1 		$224K Hold
2,882
– – ﹤0.01% 728
2024
Q4 		$238K Buy
+2,882
New +$226K ﹤0.01% 730
2024
Q2 		– Sell
-2,825
Closed -$203K – 776
2024
Q1 		$203K Buy
+2,825
New +$188K ﹤0.01% 746
2021
Q4 		– Sell
-7,775
Closed -$461K – 734
2021
Q3 		$461K Sell
7,775
-1,076
-12% -$65.7K 0.01% 573
2021
Q2 		$548K Buy
8,851
+1,046
+13% +$65.2K 0.01% 534
2021
Q1 		$476K Buy
7,805
+2,830
+57% +$166K 0.01% 558
2020
Q4 		$283K Buy
+4,975
New +$272K 0.01% 605

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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SEIC Position: Q2 2025 in Review

B. Metzler seel. Sohn & Co sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 2,882 shares — an estimated $224K sold.

B. Metzler seel. Sohn & Co first reported a position in SEIC in Q4 2020 and held it in 7 quarters. The position peaked at $548K in Q2 2021. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • B. Metzler seel. Sohn & Co reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 2,882 SEI Investments shares in Q2 2025, an estimated $224K.
  • B. Metzler seel. Sohn & Co first reported a position in SEI Investments in Q4 2020 and held it in 7 quarters.
  • B. Metzler seel. Sohn & Co's SEI Investments position peaked at $548K in Q2 2021.
  • 564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2025, filed 11 Aug 2025.