Beaumont Financial Advisors’s SEI Investments SEIC Stock Holding History

Beaumont Financial Advisors’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	$552K	Hold	6,292	–	–	0.04%	236
2026 Q1	$494K	Hold	6,292	–	–	0.03%	240
2025 Q4	$516K	Hold	6,292	–	–	0.03%	229
2025 Q3	$534K	Hold	6,292	–	–	0.04%	232
2025 Q2	$565K	Hold	6,292	–	–	0.04%	206
2025 Q1	$488K	Hold	6,292	–	–	0.04%	222
2024 Q4	$519K	Sell	6,292 -115	-2%	-$9.02K	0.04%	215
2024 Q3	$443K	Hold	6,407	–	–	0.03%	222
2024 Q2	$414K	Sell	6,407 -76	-1%	-$5.11K	0.03%	228
2024 Q1	$466K	Hold	6,483	–	–	0.04%	214
2023 Q4	$412K	Sell	6,483 -160	-2%	-$9.33K	0.04%	219
2023 Q3	$400K	Hold	6,643	–	–	0.04%	206
2023 Q2	$396K	Hold	6,643	–	–	0.04%	225
2023 Q1	$382K	Hold	6,643	–	–	0.04%	211
2022 Q4	$387K	Sell	6,643 -172	-3%	-$9.67K	0.04%	200
2022 Q3	$334K	Hold	6,815	–	–	0.03%	221
2022 Q2	$368K	Hold	6,815	–	–	0.03%	212
2022 Q1	$410K	Sell	6,815 -775	-10%	-$46.1K	0.03%	237
2021 Q4	$463K	Sell	7,590 -700	-8%	-$43.4K	0.03%	223
2021 Q3	$492K	Sell	8,290 -1,132	-12%	-$69.1K	0.04%	203
2021 Q2	$585K	Buy	+9,422	New	+$587K	0.04%	191

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaumont Financial Advisors's SEIC Position: Q2 2026 in Review

Beaumont Financial Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 6,292 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #236.

Beaumont Financial Advisors first reported a position in SEIC in Q2 2021 and has held it in 21 quarters since. The position peaked at $585K in Q2 2021. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Beaumont Financial Advisors held 6,292 shares of SEI Investments worth $552K as of Q2 2026.
Beaumont Financial Advisors left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #236 holding.
Beaumont Financial Advisors first reported a position in SEI Investments in Q2 2021 and has held it in 21 quarters since.
Beaumont Financial Advisors's SEI Investments position peaked at $585K in Q2 2021.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.