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CIBC World Markets’s SEI Investments SEIC Stock Holding History

CIBC World Markets’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
-4,986
Closed -$387K – 1879
2025
Q1 		$387K Sell
4,986
-10
-0.2% -$804 ﹤0.01% 1128
2024
Q4 		$412K Sell
4,996
-1,512
-23% -$119K ﹤0.01% 809
2024
Q3 		$450K Buy
6,508
+480
+8% +$32K ﹤0.01% 686
2024
Q2 		$390K Buy
6,028
+1,449
+32% +$97.4K ﹤0.01% 679
2024
Q1 		$329K Buy
+4,579
New +$304K ﹤0.01% 767
2021
Q2 		– Sell
-12,790
Closed -$779K – 892
2021
Q1 		$779K Buy
+12,790
New +$749K ﹤0.01% 675
2020
Q1 		– Sell
-17,500
Closed -$1.15M – 709
2019
Q4 		$1.15M Buy
+17,500
New +$1.09M 0.01% 676

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIBC World Markets's SEIC Position: Q2 2025 in Review

CIBC World Markets sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 4,986 shares — an estimated $387K sold.

CIBC World Markets first reported a position in SEIC in Q4 2019 and held it in 7 quarters. The position peaked at $1.15M in Q4 2019. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • CIBC World Markets reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • CIBC World Markets sold 4,986 SEI Investments shares in Q2 2025, an estimated $387K.
  • CIBC World Markets first reported a position in SEI Investments in Q4 2019 and held it in 7 quarters.
  • CIBC World Markets's SEI Investments position peaked at $1.15M in Q4 2019.
  • 564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.