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Convergence Investment Partners’s SEI Investments SEIC Stock Holding History

Convergence Investment Partners’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
-27,640
Closed -$2.27M – 279
2025
Q4 		$2.27M Buy
27,640
+3,176
+13% +$261K 0.45% 63
2025
Q3 		$2.08M Buy
24,464
+4,541
+23% +$403K 0.47% 61
2025
Q2 		$1.79M Sell
19,923
-4,472
-18% -$360K 0.45% 68
2025
Q1 		$1.89M Sell
24,395
-4,455
-15% -$358K 0.52% 54
2024
Q4 		$2.38M Buy
28,850
+10,120
+54% +$794K 0.53% 54
2024
Q3 		$1.3M Buy
18,730
+459
+3% +$30.6K 0.35% 95
2024
Q2 		$1.18M Buy
18,271
+12,602
+222% +$847K 0.35% 85
2024
Q1 		$408K Buy
+5,669
New +$377K 0.16% 153
2022
Q4 		– Sell
-4,403
Closed -$216K – 244
2022
Q3 		$216K Sell
4,403
-156
-3% -$8.52K 0.14% 144
2022
Q2 		$246K Buy
+4,559
New +$257K 0.15% 142
2014
Q1 		– Sell
-20,982
Closed -$729K – 424
2013
Q4 		$729K Buy
+20,982
New +$698K 0.12% 212

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

Convergence Investment Partners's SEIC Position: Q1 2026 in Review

Convergence Investment Partners sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 27,640 shares — an estimated $2.27M sold.

Convergence Investment Partners first reported a position in SEIC in Q4 2013 and held it in 11 quarters. The position peaked at $2.38M in Q4 2024. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Convergence Investment Partners reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 27,640 SEI Investments shares in Q1 2026, an estimated $2.27M.
  • Convergence Investment Partners first reported a position in SEI Investments in Q4 2013 and held it in 11 quarters.
  • Convergence Investment Partners's SEI Investments position peaked at $2.38M in Q4 2024.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.