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Blue Trust Inc’s SEI Investments SEIC Stock Holding History

Blue Trust Inc’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 		$64K Sell
730
-86
-11% -$7.5K ﹤0.01% 1247
2026
Q1 		$64K Sell
816
-321
-28% -$26.4K ﹤0.01% 1227
2025
Q4 		$93.3K Sell
1,137
-15
-1% -$1.23K ﹤0.01% 1099
2025
Q3 		$97.7K Buy
1,152
+62
+6% +$5.51K ﹤0.01% 1076
2025
Q2 		$97.9K Buy
1,090
+49
+5% +$3.95K ﹤0.01% 1056
2025
Q1 		$80.8K Sell
1,041
-112
-10% -$9K ﹤0.01% 1093
2024
Q4 		$95.1K Sell
1,153
-2,024
-64% -$159K ﹤0.01% 961
2024
Q3 		$206K Sell
3,177
-1,027
-24% -$68.6K ﹤0.01% 839
2024
Q2 		$302K Buy
4,204
+3,977
+1,752% +$267K ﹤0.01% 555
2024
Q1 		$16.3K Sell
227
-167
-42% -$11.1K ﹤0.01% 1304
2023
Q4 		$23K Buy
394
+138
+54% +$8.05K ﹤0.01% 1228
2023
Q3 		$16K Buy
256
+138
+117% +$8.49K ﹤0.01% 1254
2023
Q2 		$6K Sell
118
-120
-50% -$6.98K ﹤0.01% 1485
2023
Q1 		$13K Sell
238
-35
-13% -$2.1K ﹤0.01% 1522
2022
Q4 		$13K Buy
273
+59
+28% +$3.32K ﹤0.01% 1457
2022
Q3 		$11K Buy
214
+170
+386% +$9.28K ﹤0.01% 1304
2022
Q2 		$3K Buy
+44
New +$2.48K ﹤0.01% 1595

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

Blue Trust Inc's SEIC Position: Q2 2026 in Review

Blue Trust Inc reduced its SEI Investments (SEIC) stake by 11% in Q2 2026, selling an estimated $7.5K and leaving 730 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Blue Trust Inc first reported a position in SEIC in Q2 2022 and has held it in 17 quarters since. The position peaked at $302K in Q2 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Blue Trust Inc held 730 shares of SEI Investments worth $64K as of Q2 2026.
  • Blue Trust Inc sold 86 SEI Investments shares in Q2 2026, an estimated $7.5K.
  • SEI Investments made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1247 holding.
  • Blue Trust Inc first reported a position in SEI Investments in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's SEI Investments position peaked at $302K in Q2 2024.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.