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BOK Financial Private Wealth’s SEI Investments SEIC Stock Holding History

BOK Financial Private Wealth’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
-154
Closed -$12K – 489
2025
Q1 		$12K Buy
+154
New +$12.4K ﹤0.01% 377

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

BOK Financial Private Wealth's SEIC Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 154 shares — an estimated $12K sold.

BOK Financial Private Wealth first reported a position in SEIC in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 154 SEI Investments shares in Q2 2025, an estimated $12K.
  • BOK Financial Private Wealth first reported a position in SEI Investments in Q1 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's SEI Investments position peaked at $12K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.