Capstone Investment Advisors’s SEI Investments SEIC Stock Holding History

Capstone 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	–	Sell	-3,551	Closed	-$279K	–	1882
2026 Q1	$279K	Buy	+3,551	New	+$292K	﹤0.01%	1394
2025 Q4	–	Sell	-15,606	Closed	-$1.32M	–	2001
2025 Q3	$1.32M	Sell	15,606 -5,868	-27%	-$521K	﹤0.01%	909
2025 Q2	$1.93M	Buy	+21,474	New	+$1.73M	﹤0.01%	658
2024 Q4	–	Sell	-4,086	Closed	-$283K	–	1994
2024 Q3	$283K	Buy	+4,086	New	+$273K	﹤0.01%	1436
2023 Q3	–	Sell	-3,835	Closed	-$229K	–	2277
2023 Q2	$229K	Buy	+3,835	New	+$223K	﹤0.01%	1495
2016 Q4	–	Sell	-6,051	Closed	-$275K	–	1085
2016 Q3	$275K	Sell	6,051 -1,249	-17%	-$58.6K	0.01%	627
2016 Q2	$351K	Buy	+7,300	New	+$351K	0.01%	540

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 $3.38T AUM 44.17% 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

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

Capstone Investment Advisors sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 3,551 shares — an estimated $279K sold.

Capstone Investment Advisors first reported a position in SEIC in Q2 2016 and held it in 7 quarters. The position peaked at $1.93M in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Capstone Investment Advisors reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
Capstone Investment Advisors sold 3,551 SEI Investments shares in Q2 2026, an estimated $279K.
Capstone Investment Advisors first reported a position in SEI Investments in Q2 2016 and held it in 7 quarters.
Capstone Investment Advisors's SEI Investments position peaked at $1.93M in Q2 2025.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.