Bank of America
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Bank of America’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Bank of America’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,410
Closed -$46.7K – 8528
2024
Q4 		$46.7K Buy
1,410
+936
+197% +$31.6K ﹤0.01% 6650
2024
Q3 		$15.6K Buy
+474
New +$15K ﹤0.01% 6796

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Bank of America's SEIV Position: Q1 2025 in Review

Bank of America sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2025, closing a stake of 1,410 shares — an estimated $46.7K sold.

Bank of America first reported a position in SEIV in Q3 2024 and held it in 2 quarters. The position peaked at $46.7K in Q4 2024. 46 funds tracked by Wall St. Rank hold SEIV as of Q1 2025.

  • Bank of America reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 1,410 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2025, an estimated $46.7K.
  • Bank of America first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q3 2024 and held it in 2 quarters.
  • Bank of America's SEI QiM U.S. Large Cap Value Active ETF position peaked at $46.7K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.