Crewe Advisors’s SEI Investments SEIC Stock Holding History

Crewe Advisors’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	–	Sell	-46	Closed	-$3.61K	–	1189
2026 Q1	$3.61K	Hold	46	–	–	﹤0.01%	831
2025 Q4	$3.77K	Hold	46	–	–	﹤0.01%	776
2025 Q3	$3.9K	Buy	+46	New	+$4.09K	﹤0.01%	760
2023 Q3	–	Sell	-166	Closed	-$9.9K	–	862
2023 Q2	$9.9K	Hold	166	–	–	﹤0.01%	408
2023 Q1	$9.55K	Sell	166 -24	-13%	-$1.44K	﹤0.01%	555
2022 Q4	$11.1K	Sell	190 -18	-9%	-$1.01K	﹤0.01%	533
2022 Q3	$10K	Hold	208	–	–	﹤0.01%	675
2022 Q2	$11K	Buy	208 +42	+25%	+$2.36K	﹤0.01%	576
2022 Q1	$10K	Hold	166	–	–	﹤0.01%	359
2021 Q4	$10K	Hold	166	–	–	﹤0.01%	317
2021 Q3	$10K	Buy	+166	New	+$10.1K	﹤0.01%	268
2020 Q4	–	Sell	-39	Closed	-$2K	–	619
2020 Q3	$2K	Buy	+39	New	+$2.06K	﹤0.01%	528

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 $3.37T AUM 44.26% 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

Crewe Advisors's SEIC Position: Q2 2026 in Review

Crewe Advisors sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 46 shares — an estimated $3.61K sold.

Crewe Advisors first reported a position in SEIC in Q3 2020 and held it in 12 quarters. The position peaked at $11.1K in Q4 2022. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Crewe Advisors reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 46 SEI Investments shares in Q2 2026, an estimated $3.61K.
Crewe Advisors first reported a position in SEI Investments in Q3 2020 and held it in 12 quarters.
Crewe Advisors's SEI Investments position peaked at $11.1K in Q4 2022.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.