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Clearstead Advisors’s SEI Investments SEIC Stock Holding History

Clearstead 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 		$491K Sell
6,254
-308
-5% -$25.4K 0.01% 716
2025
Q4 		$538K Buy
6,562
+284
+5% +$23.3K 0.01% 638
2025
Q3 		$533K Sell
6,278
-8
-0.1% -$711 0.01% 615
2025
Q2 		$565K Buy
6,286
+139
+2% +$11.2K 0.01% 582
2025
Q1 		$477K Buy
6,147
+6,030
+5,154% +$485K 0.01% 594
2024
Q4 		$9.65K Sell
117
-6,059
-98% -$475K ﹤0.01% 1575
2024
Q3 		$427K Sell
6,176
-8
-0.1% -$534 0.01% 610
2024
Q2 		$400K Buy
6,184
+6,076
+5,626% +$408K 0.01% 590
2024
Q1 		$7.32K Hold
108
– – ﹤0.01% 1114
2023
Q4 		$6.86K Sell
108
-108
-50% -$6.3K ﹤0.01% 1121
2023
Q3 		$13K Buy
+216
New +$13.3K ﹤0.01% 1083

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return