Bank of America’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,000
Closed -$54K 7239
2017
Q2
$54K Hold
1,000
﹤0.01% 5844
2017
Q1
$50K Buy
1,000
+200
+25% +$10.1K ﹤0.01% 5932
2016
Q4
$39K Buy
+800
New +$37.4K ﹤0.01% 6042

Other funds holding SEIC

Bank of America's SEIC Position: Q1 2026 in Review

Bank of America reduced its SEI Investments (SEIC) stake by 0.06% in Q1 2026, selling an estimated $150K and leaving 2,920,506 shares worth $229M. The position accounts for 0.02% of the portfolio, ranked #665.

Bank of America first reported a position in SEIC in Q2 2013 and has held it in 52 quarters since. The position peaked at $341M in Q3 2017. 567 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Bank of America held 2,920,506 shares of SEI Investments worth $229M as of Q1 2026.
  • Bank of America sold 1,817 SEI Investments shares in Q1 2026, an estimated $150K.
  • SEI Investments made up 0.02% of Bank of America's portfolio in Q1 2026, its #665 holding.
  • Bank of America first reported a position in SEI Investments in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's SEI Investments position peaked at $341M in Q3 2017.
  • 567 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.