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Beacon Capital Management LLC (Tennessee)’s SEI Investments SEIC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-81
Closed -$6.29K – 1160
2025
Q1 		$6.29K Buy
+81
New +$6.51K ﹤0.01% 720

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Morgan Stanley
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SEIC Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 81 shares — an estimated $6.29K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SEIC in Q1 2025 and held it in 1 quarter. The position peaked at $6.29K in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 81 SEI Investments shares in Q2 2025, an estimated $6.29K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in SEI Investments in Q1 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s SEI Investments position peaked at $6.29K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.