Bare Financial Services
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Bare Financial Services’s SEI Investments SEIC Stock Holding History

Bare Financial Services’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
Q3 		$4.21K Hold
41
– – ﹤0.01% 964
2026
Q2 		$3.6K Sell
41
-13
-24% -$1.13K ﹤0.01% 975
2026
Q1 		$4.24K Sell
54
-24
-31% -$1.98K ﹤0.01% 721
2025
Q4 		$6.4K Sell
78
-11
-12% -$904 ﹤0.01% 435
2025
Q3 		$7.55K Buy
89
+27
+44% +$2.4K ﹤0.01% 345
2025
Q2 		$5.57K Buy
62
+53
+589% +$4.27K ﹤0.01% 420
2025
Q1 		$699 Buy
+9
New +$724 ﹤0.01% 647

Other funds holding SEIC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bare Financial Services's SEIC Position: Q3 2026 in Review

Bare Financial Services held its SEI Investments (SEIC) position steady in Q3 2026 at 41 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Bare Financial Services first reported a position in SEIC in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.55K in Q3 2025. 323 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Bare Financial Services held 41 shares of SEI Investments worth $4.21K as of Q3 2026.
  • Bare Financial Services left its SEI Investments share count unchanged in Q3 2026.
  • SEI Investments made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #964 holding.
  • Bare Financial Services first reported a position in SEI Investments in Q1 2025 and has held it in 7 quarters since.
  • Bare Financial Services's SEI Investments position peaked at $7.55K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.