Copeland Capital Management’s SEI Investments SEIC Stock Holding History

Copeland Capital Management’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	$19.4K	Hold	221	–	–	﹤0.01%	236
2026 Q1	$17.3K	Hold	221	–	–	﹤0.01%	238
2025 Q4	$18.1K	Hold	221	–	–	﹤0.01%	240
2025 Q3	$18.8K	Buy	221 +86	+64%	+$7.64K	﹤0.01%	234
2025 Q2	$12.1K	Hold	135	–	–	﹤0.01%	231
2025 Q1	$10.5K	Hold	135	–	–	﹤0.01%	231
2024 Q4	$11.1K	Buy	+135	New	+$10.6K	﹤0.01%	233

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 $3.38T AUM 44.17% 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

Copeland Capital Management's SEIC Position: Q2 2026 in Review

Copeland Capital Management held its SEI Investments (SEIC) position steady in Q2 2026 at 221 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Copeland Capital Management first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Copeland Capital Management held 221 shares of SEI Investments worth $19.4K as of Q2 2026.
Copeland Capital Management left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #236 holding.
Copeland Capital Management first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.