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Crowley Wealth Management’s SEI Investments SEIC Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-40
Closed -$3.39K – 288
2025
Q3 		$3.39K Hold
40
– – ﹤0.01% 341
2025
Q2 		$3.59K Hold
40
– – ﹤0.01% 323
2025
Q1 		$3.1K Hold
40
– – ﹤0.01% 333
2024
Q4 		$3.3K Buy
+40
New +$3.14K ﹤0.01% 335

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crowley Wealth Management's SEIC Position: Q4 2025 in Review

Crowley Wealth Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 40 shares — an estimated $3.39K sold.

Crowley Wealth Management first reported a position in SEIC in Q4 2024 and held it in 4 quarters. The position peaked at $3.59K in Q2 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Crowley Wealth Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 40 SEI Investments shares in Q4 2025, an estimated $3.39K.
  • Crowley Wealth Management first reported a position in SEI Investments in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's SEI Investments position peaked at $3.59K in Q2 2025.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.