Bell Investment Advisors’s SEI Investments SEIC Stock Holding History

Bell Investment 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	$9.56K	Hold	109	–	–	﹤0.01%	727
2026 Q1	$8.55K	Buy	109 +84	+336%	+$6.92K	﹤0.01%	740
2025 Q4	$2.05K	Sell	25 -15	-38%	-$1.23K	﹤0.01%	1345
2025 Q3	$3.39K	Sell	40 -23	-37%	-$2.04K	﹤0.01%	1106
2025 Q2	$5.66K	Hold	63	–	–	﹤0.01%	928
2025 Q1	$4.89K	Hold	63	–	–	﹤0.01%	919
2024 Q4	$5.2K	Hold	63	–	–	﹤0.01%	918
2024 Q3	$4.36K	Sell	63 -9	-13%	-$601	﹤0.01%	1012
2024 Q2	$4.66K	Sell	72 -15	-17%	-$1.01K	﹤0.01%	958
2024 Q1	$6.26K	Buy	87 +15	+21%	+$996	﹤0.01%	806
2023 Q4	$4.58K	Sell	72 -4	-5%	-$233	﹤0.01%	932
2023 Q3	$4.58K	Buy	76 +18	+31%	+$1.11K	﹤0.01%	856
2023 Q2	$3.46K	Buy	58 +4	+7%	+$233	﹤0.01%	1009
2023 Q1	$3.11K	Buy	54 +14	+35%	+$840	﹤0.01%	1028
2022 Q4	$2.33K	Sell	40 -19	-32%	-$1.07K	﹤0.01%	1206
2022 Q3	$3K	Buy	59 +11	+23%	+$601	﹤0.01%	971
2022 Q2	$3K	Buy	+48	New	+$2.7K	﹤0.01%	1011
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1592
2021 Q3	$1K	Buy	+18	New	+$1.1K	﹤0.01%	1550

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

Bell Investment Advisors's SEIC Position: Q2 2026 in Review

Bell Investment Advisors held its SEI Investments (SEIC) position steady in Q2 2026 at 109 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Bell Investment Advisors first reported a position in SEIC in Q3 2021 and has held it in 19 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Bell Investment Advisors held 109 shares of SEI Investments worth $9.56K as of Q2 2026.
Bell Investment Advisors left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #727 holding.
Bell Investment Advisors first reported a position in SEI Investments in Q3 2021 and has held it in 19 quarters since.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.