CVA Family Office’s SEI Investments SEIC Stock Holding History

CVA Family Office’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	$21.3K	Buy	272 +178	+189%	+$14.7K	﹤0.01%	784
2025 Q4	$7.71K	Hold	94	–	–	﹤0.01%	830
2025 Q3	$7.98K	Hold	94	–	–	﹤0.01%	835
2025 Q2	$8.45K	Hold	94	–	–	﹤0.01%	829
2025 Q1	$7.3K	Buy	94 +7	+8%	+$563	﹤0.01%	846
2024 Q4	$7.18K	Hold	87	–	–	﹤0.01%	840
2024 Q3	$6.02K	Sell	87 -17	-16%	-$1.14K	﹤0.01%	823
2024 Q2	$6.73K	Buy	+104	New	+$6.99K	﹤0.01%	796
2022 Q2	–	Sell	-75	Closed	-$5K	–	984
2022 Q1	$5K	Buy	75 +45	+150%	+$2.68K	﹤0.01%	779
2021 Q4	$2K	Buy	+30	New	+$1.86K	﹤0.01%	846
2021 Q3	–	Sell	-30	Closed	-$2K	–	793
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	893
2021 Q1	$2K	Buy	+30	New	+$1.76K	﹤0.01%	714

Other funds holding SEIC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

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

Geode Capital Management

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

Lord, Abbett & Co

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

Fidelity Investments

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