Elyxium Wealth’s SEI Investments SEIC Stock Holding History

Elyxium Wealth’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	–	Sell	-15	Closed	-$1.23K	–	1066
2025 Q4	$1.23K	Buy	+15	New	+$1.23K	﹤0.01%	1181

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elyxium Wealth's SEIC Position: Q1 2026 in Review

Elyxium Wealth sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 15 shares — an estimated $1.23K sold.

Elyxium Wealth first reported a position in SEIC in Q4 2025 and held it in 1 quarter. The position peaked at $1.23K in Q4 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Elyxium Wealth reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 15 SEI Investments shares in Q1 2026, an estimated $1.23K.
Elyxium Wealth first reported a position in SEI Investments in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's SEI Investments position peaked at $1.23K in Q4 2025.
568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.