Concurrent Investment Advisors’s SEI Investments SEIC Stock Holding History

Concurrent 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	$511K	Buy	5,825 +54	+0.9%	+$4.71K	﹤0.01%	1386
2026 Q1	$453K	Sell	5,771 -2,426	-30%	-$200K	﹤0.01%	1266
2025 Q4	$672K	Buy	8,197 +2,316	+39%	+$190K	0.01%	1016
2025 Q3	$499K	Buy	5,881 +102	+2%	+$9.06K	0.01%	913
2025 Q2	$519K	Buy	5,779 +179	+3%	+$14.4K	0.01%	837
2025 Q1	$435K	Buy	5,600 +160	+3%	+$12.9K	0.01%	786
2024 Q4	$449K	Buy	5,440 +245	+5%	+$19.2K	0.01%	698
2024 Q3	$359K	Sell	5,195 -648	-11%	-$43.3K	0.01%	719
2024 Q2	$378K	Buy	5,843 +764	+15%	+$51.4K	0.01%	671
2024 Q1	$365K	Buy	+5,079	New	+$337K	0.01%	620

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 $3.37T AUM 44.26% 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

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

Concurrent Investment Advisors increased its SEI Investments (SEIC) stake by 0.94% in Q2 2026, buying an estimated $4.71K and bringing the position to 5,825 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Concurrent Investment Advisors first reported a position in SEIC in Q1 2024 and has held it in 10 quarters since. The position peaked at $672K in Q4 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Concurrent Investment Advisors held 5,825 shares of SEI Investments worth $511K as of Q2 2026.
Concurrent Investment Advisors bought 54 SEI Investments shares in Q2 2026, an estimated $4.71K.
SEI Investments made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1386 holding.
Concurrent Investment Advisors first reported a position in SEI Investments in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's SEI Investments position peaked at $672K in Q4 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.