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Cooper Financial Group’s SEI Investments SEIC Stock Holding History

Cooper Financial Group’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
-2,476
Closed -$210K – 405
2025
Q3 		$210K Buy
+2,476
New +$220K 0.02% 370
2025
Q2 		– Sell
-3,990
Closed -$310K – 403
2025
Q1 		$310K Buy
3,990
+105
+3% +$8.44K 0.04% 304
2024
Q4 		$320K Buy
+3,885
New +$305K 0.04% 301

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooper Financial Group's SEIC Position: Q4 2025 in Review

Cooper Financial Group sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 2,476 shares — an estimated $210K sold.

Cooper Financial Group first reported a position in SEIC in Q4 2024 and held it in 3 quarters. The position peaked at $320K in Q4 2024. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Cooper Financial Group reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Cooper Financial Group sold 2,476 SEI Investments shares in Q4 2025, an estimated $210K.
  • Cooper Financial Group first reported a position in SEI Investments in Q4 2024 and held it in 3 quarters.
  • Cooper Financial Group's SEI Investments position peaked at $320K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.