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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
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bare Financial Services's SEIC Position: Q2 2026 in Review

Bare Financial Services reduced its SEI Investments (SEIC) stake by 24% in Q2 2026, selling an estimated $1.13K and leaving 41 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Bare Financial Services first reported a position in SEIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.55K in Q3 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Bare Financial Services held 41 shares of SEI Investments worth $3.6K as of Q2 2026.
  • Bare Financial Services sold 13 SEI Investments shares in Q2 2026, an estimated $1.13K.
  • SEI Investments made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #975 holding.
  • Bare Financial Services first reported a position in SEI Investments in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's SEI Investments position peaked at $7.55K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.