Covestor
SEIC icon

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
Q3 		$75K Sell
732
-297
-29% -$30.8K 0.05% 516
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 $6.79T AUM 37.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Covestor's SEIC Position: Q3 2026 in Review

Covestor reduced its SEI Investments (SEIC) stake by 29% in Q3 2026, selling an estimated $30.8K and leaving 732 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #516.

Covestor first reported a position in SEIC in Q4 2021 and has held it in 20 quarters since. The position peaked at $176K in Q4 2024. 510 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Covestor held 732 shares of SEI Investments worth $75K as of Q3 2026.
  • Covestor sold 297 SEI Investments shares in Q3 2026, an estimated $30.8K.
  • SEI Investments made up 0.05% of Covestor's portfolio in Q3 2026, its #516 holding.
  • Covestor first reported a position in SEI Investments in Q4 2021 and has held it in 20 quarters since.
  • Covestor's SEI Investments position peaked at $176K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.