Baird Financial Group
SEIC icon

Baird Financial Group’s SEI Investments SEIC Stock Holding History

Baird Financial Group’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
-2,589
Closed -$201K – 1847
2025
Q1 		$201K Buy
+2,589
New +$208K ﹤0.01% 1681
2024
Q4 		– Sell
-16,073
Closed -$1.11M – 1804
2024
Q3 		$1.11M Sell
16,073
-683
-4% -$45.6K ﹤0.01% 1145
2024
Q2 		$1.08M Buy
16,756
+60
+0.4% +$4.03K ﹤0.01% 1140
2024
Q1 		$1.2M Sell
16,696
-786
-4% -$52.2K ﹤0.01% 1106
2023
Q4 		$1.11M Sell
17,482
-1,467
-8% -$85.6K ﹤0.01% 1102
2023
Q3 		$1.14M Buy
18,949
+2,661
+16% +$164K ﹤0.01% 1073
2023
Q2 		$971K Buy
16,288
+291
+2% +$16.9K ﹤0.01% 1122
2023
Q1 		$921K Buy
15,997
+21
+0.1% +$1.26K ﹤0.01% 1111
2022
Q4 		$931K Buy
15,976
+76
+0.5% +$4.27K ﹤0.01% 1086
2022
Q3 		$780K Buy
15,900
+172
+1% +$9.39K ﹤0.01% 1127
2022
Q2 		$850K Buy
15,728
+318
+2% +$17.9K ﹤0.01% 1150
2022
Q1 		$928K Buy
15,410
+280
+2% +$16.7K ﹤0.01% 1175
2021
Q4 		$922K Sell
15,130
-1,440
-9% -$89.2K ﹤0.01% 1228
2021
Q3 		$983K Buy
16,570
+800
+5% +$48.8K ﹤0.01% 1206
2021
Q2 		$977K Buy
15,770
+239
+2% +$14.9K ﹤0.01% 1189
2021
Q1 		$946K Buy
15,531
+210
+1% +$12.3K ﹤0.01% 1152
2020
Q4 		$880K Buy
15,321
+1,486
+11% +$81.1K ﹤0.01% 1050
2020
Q3 		$702K Buy
13,835
+522
+4% +$27.6K ﹤0.01% 1056
2020
Q2 		$732K Buy
13,313
+230
+2% +$12K ﹤0.01% 1032
2020
Q1 		$606K Sell
13,083
-1,146
-8% -$68.2K ﹤0.01% 1010
2019
Q4 		$932K Sell
14,229
-2,234
-14% -$139K ﹤0.01% 985
2019
Q3 		$975K Buy
16,463
+638
+4% +$36.9K ﹤0.01% 980
2019
Q2 		$887K Buy
+15,825
New +$853K ﹤0.01% 1031
2016
Q2 		– Sell
-10,172
Closed -$438K – 1248
2016
Q1 		$438K Sell
10,172
-4,489
-31% -$184K ﹤0.01% 952
2015
Q4 		$768K Buy
14,661
+4,219
+40% +$220K 0.01% 777
2015
Q3 		$503K Buy
10,442
+3,443
+49% +$175K 0.01% 904
2015
Q2 		$344K Buy
+6,999
New +$329K ﹤0.01% 1083

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
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

Baird Financial Group's SEIC Position: Q2 2025 in Review

Baird Financial Group sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 2,589 shares — an estimated $201K sold.

Baird Financial Group first reported a position in SEIC in Q2 2015 and held it in 27 quarters. The position peaked at $1.2M in Q1 2024. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Baird Financial Group reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 2,589 SEI Investments shares in Q2 2025, an estimated $201K.
  • Baird Financial Group first reported a position in SEI Investments in Q2 2015 and held it in 27 quarters.
  • Baird Financial Group's SEI Investments position peaked at $1.2M in Q1 2024.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.