CoreFirst Bank & Trust’s SEI Investments SEIC Stock Holding History

CoreFirst Bank & Trust’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	$29.3K	Hold	373	–	–	0.02%	231
2025 Q4	$30.6K	Hold	373	–	–	0.02%	234
2025 Q3	$31.6K	Hold	373	–	–	0.02%	234
2025 Q2	$33.5K	Buy	+373	New	+$30.1K	0.02%	236
2025 Q1	–	Sell	-373	Closed	-$30.8K	–	306
2024 Q4	$30.8K	Hold	373	–	–	0.02%	247
2024 Q3	$25.8K	Buy	+373	New	+$24.9K	0.01%	246
2024 Q2	–	Sell	-373	Closed	-$26.8K	–	315
2024 Q1	$26.8K	Hold	373	–	–	0.02%	256
2023 Q4	$23.7K	Hold	373	–	–	0.02%	265
2023 Q3	$22.5K	Hold	373	–	–	0.02%	282
2023 Q2	$22.2K	Hold	373	–	–	0.02%	267
2023 Q1	$21.5K	Hold	373	–	–	0.02%	275
2022 Q4	$21.7K	Hold	373	–	–	0.02%	290
2022 Q3	$18K	Hold	373	–	–	0.02%	287
2022 Q2	$20K	Hold	373	–	–	0.02%	286
2022 Q1	$22K	Hold	373	–	–	0.02%	309
2021 Q4	$23K	Hold	373	–	–	0.01%	328
2021 Q3	$22K	Hold	373	–	–	0.02%	341
2021 Q2	$23K	Hold	373	–	–	0.02%	346
2021 Q1	$23K	Hold	373	–	–	0.02%	336
2020 Q4	$21K	Buy	+373	New	+$20.4K	0.02%	304

Other funds holding SEIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CoreFirst Bank & Trust's SEIC Position: Q1 2026 in Review

CoreFirst Bank & Trust held its SEI Investments (SEIC) position steady in Q1 2026 at 373 shares worth $29.3K. The position accounts for 0.02% of the portfolio, ranked #231.

CoreFirst Bank & Trust first reported a position in SEIC in Q4 2020 and has held it in 20 quarters since. The position peaked at $33.5K in Q2 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

CoreFirst Bank & Trust held 373 shares of SEI Investments worth $29.3K as of Q1 2026.
CoreFirst Bank & Trust left its SEI Investments share count unchanged in Q1 2026.
SEI Investments made up 0.02% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #231 holding.
CoreFirst Bank & Trust first reported a position in SEI Investments in Q4 2020 and has held it in 20 quarters since.
CoreFirst Bank & Trust's SEI Investments position peaked at $33.5K in Q2 2025.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.