CX Institutional’s SEI Investments SEIC Stock Holding History

CX Institutional’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	$47K	Buy	532 +164	+45%	+$14.3K	﹤0.01%	994
2026 Q1	$29K	Buy	+368	New	+$30.3K	﹤0.01%	1064
2020 Q4	–	Sell	-290	Closed	-$15K	–	907
2020 Q3	$15K	Sell	290 -44	-13%	-$2.33K	﹤0.01%	614
2020 Q2	$18K	Buy	334 +310	+1,292%	+$16.2K	﹤0.01%	467
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	753
2019 Q4	$2K	Sell	24 -26	-52%	-$1.62K	﹤0.01%	683
2019 Q3	$3K	Sell	50 -38	-43%	-$2.2K	﹤0.01%	690
2019 Q2	$5K	Sell	88 -344	-80%	-$18.5K	﹤0.01%	621
2019 Q1	$23K	Buy	+432	New	+$21.6K	﹤0.01%	393

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

CX Institutional's SEIC Position: Q2 2026 in Review

CX Institutional increased its SEI Investments (SEIC) stake by 45% in Q2 2026, buying an estimated $14.3K and bringing the position to 532 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

CX Institutional first reported a position in SEIC in Q1 2019 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

CX Institutional held 532 shares of SEI Investments worth $47K as of Q2 2026.
CX Institutional bought 164 SEI Investments shares in Q2 2026, an estimated $14.3K.
SEI Investments made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #994 holding.
CX Institutional first reported a position in SEI Investments in Q1 2019 and has held it in 9 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.