EP Wealth Advisors’s SEI Investments SEIC Stock Holding History

EP Wealth 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
2025 Q2	$210K	Buy	+2,336	New	+$188K	﹤0.01%	1226

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EP Wealth Advisors's SEIC Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in SEI Investments (SEIC) in Q2 2025: 2,336 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

EP Wealth Advisors held 2,336 shares of SEI Investments worth $210K as of Q2 2025.
SEI Investments was a new EP Wealth Advisors position in Q2 2025.
SEI Investments made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1226 holding.
563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.