CWA
SEIC icon

Carolina Wealth Advisors’s SEI Investments SEIC Stock Holding History

Carolina Wealth 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
Q1 		– Sell
-17
Closed -$1.39K – 326
2025
Q4 		$1.39K Buy
+17
New +$1.4K ﹤0.01% 246
2025
Q3 		– Sell
-43
Closed -$3.86K – 288
2025
Q2 		$3.86K Hold
43
– – ﹤0.01% 198
2025
Q1 		$3.34K Hold
43
– – ﹤0.01% 215
2024
Q4 		$3.55K Hold
43
– – ﹤0.01% 218
2024
Q3 		$2.98K Buy
+43
New +$2.87K ﹤0.01% 260

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carolina Wealth Advisors's SEIC Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 17 shares — an estimated $1.39K sold.

Carolina Wealth Advisors first reported a position in SEIC in Q3 2024 and held it in 5 quarters. The position peaked at $3.86K in Q2 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 17 SEI Investments shares in Q1 2026, an estimated $1.39K.
  • Carolina Wealth Advisors first reported a position in SEI Investments in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's SEI Investments position peaked at $3.86K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.