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Catalyst Funds Management’s SEI Investments SEIC Stock Holding History

Catalyst Funds Management’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
Q4 		– Sell
-5,110
Closed -$434K – 541
2025
Q3 		$434K Sell
5,110
-779
-13% -$69.2K 0.07% 265
2025
Q2 		$529K Buy
+5,889
New +$475K 0.15% 188
2025
Q1 		– Sell
-6,000
Closed -$495K – 573
2024
Q4 		$495K Buy
6,000
+4,000
+200% +$314K 0.12% 160
2024
Q3 		$138K Sell
2,000
-7,300
-78% -$487K 0.03% 398
2024
Q2 		$602K Buy
9,300
+6,200
+200% +$417K 0.16% 85
2024
Q1 		$223K Buy
+3,100
New +$206K 0.06% 236

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Catalyst Funds Management's SEIC Position: Q4 2025 in Review

Catalyst Funds Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 5,110 shares — an estimated $434K sold.

Catalyst Funds Management first reported a position in SEIC in Q1 2024 and held it in 6 quarters. The position peaked at $602K in Q2 2024. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Catalyst Funds Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 5,110 SEI Investments shares in Q4 2025, an estimated $434K.
  • Catalyst Funds Management first reported a position in SEI Investments in Q1 2024 and held it in 6 quarters.
  • Catalyst Funds Management's SEI Investments position peaked at $602K in Q2 2024.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.