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Covestor’s SEI Investments SEIC Stock Holding History

Covestor’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 		$90K Buy
1,029
+70
+7% +$6.11K 0.05% 418
2026
Q1 		$75K Sell
959
-572
-37% -$47.1K 0.05% 444
2025
Q4 		$126K Sell
1,531
-199
-12% -$16.4K 0.07% 439
2025
Q3 		$147K Sell
1,730
-71
-4% -$6.31K 0.08% 351
2025
Q2 		$162K Sell
1,801
-141
-7% -$11.4K 0.1% 279
2025
Q1 		$151K Sell
1,942
-191
-9% -$15.4K 0.1% 245
2024
Q4 		$176K Buy
2,133
+7
+0.3% +$549 0.11% 231
2024
Q3 		$147K Buy
2,126
+37
+2% +$2.47K 0.09% 318
2024
Q2 		$135K Buy
2,089
+1,890
+950% +$127K 0.09% 320
2024
Q1 		$14K Sell
199
-1,888
-90% -$125K 0.01% 1352
2023
Q4 		$133K Sell
2,087
-4
-0.2% -$233 0.09% 319
2023
Q3 		$126K Buy
2,091
+4
+0.2% +$246 0.1% 294
2023
Q2 		$124K Buy
2,087
+238
+13% +$13.8K 0.09% 322
2023
Q1 		$106K Sell
1,849
-1,130
-38% -$67.8K 0.09% 347
2022
Q4 		$174K Buy
2,979
+791
+36% +$44.5K 0.14% 162
2022
Q3 		$107K Sell
2,188
-96
-4% -$5.24K 0.09% 319
2022
Q2 		$123K Buy
2,284
+89
+4% +$5.01K 0.1% 303
2022
Q1 		$132K Buy
2,195
+1,203
+121% +$71.6K 0.09% 339
2021
Q4 		$60K Buy
+992
New +$61.5K 0.08% 431

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Covestor's SEIC Position: Q2 2026 in Review

Covestor increased its SEI Investments (SEIC) stake by 7.3% in Q2 2026, buying an estimated $6.11K and bringing the position to 1,029 shares worth $90K. The position accounts for 0.05% of the portfolio, ranked #418.

Covestor first reported a position in SEIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $176K in Q4 2024. 573 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Covestor held 1,029 shares of SEI Investments worth $90K as of Q2 2026.
  • Covestor bought 70 SEI Investments shares in Q2 2026, an estimated $6.11K.
  • SEI Investments made up 0.05% of Covestor's portfolio in Q2 2026, its #418 holding.
  • Covestor first reported a position in SEI Investments in Q4 2021 and has held it in 19 quarters since.
  • Covestor's SEI Investments position peaked at $176K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.