EI
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Ethic Inc’s SEI Investments SEIC Stock Holding History

Ethic Inc’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 		$320K Sell
3,654
-386
-10% -$33.7K ﹤0.01% 1098
2026
Q1 		$317K Buy
4,040
+332
+9% +$27.3K 0.01% 1019
2025
Q4 		$304K Sell
3,708
-539
-13% -$44.3K ﹤0.01% 998
2025
Q3 		$360K Sell
4,247
-256
-6% -$22.7K 0.01% 942
2025
Q2 		$403K Buy
4,503
+133
+3% +$10.7K 0.01% 898
2025
Q1 		$338K Sell
4,370
-102
-2% -$8.2K 0.01% 904
2024
Q4 		$369K Sell
4,472
-5,531
-55% -$434K 0.01% 885
2024
Q3 		$719K Buy
10,003
+587
+6% +$39.2K 0.02% 669
2024
Q2 		$609K Sell
9,416
-587
-6% -$39.5K 0.01% 715
2024
Q1 		$719K Buy
10,003
+5,607
+128% +$372K 0.02% 669
2023
Q4 		$279K Sell
4,396
-900
-17% -$52.5K 0.01% 897
2023
Q3 		$319K Sell
5,296
-1,460
-22% -$89.8K 0.01% 786
2023
Q2 		$403K Sell
6,756
-80
-1% -$4.65K 0.01% 713
2023
Q1 		$393K Sell
6,836
-211
-3% -$12.7K 0.02% 723
2022
Q4 		$411K Buy
7,047
+1,433
+26% +$80.6K 0.02% 634
2022
Q3 		$275K Sell
5,614
-765
-12% -$41.8K 0.02% 660
2022
Q2 		$345K Buy
+6,379
New +$359K 0.02% 587

Other funds holding SEIC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ethic Inc's SEIC Position: Q2 2026 in Review

Ethic Inc reduced its SEI Investments (SEIC) stake by 9.6% in Q2 2026, selling an estimated $33.7K and leaving 3,654 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Ethic Inc first reported a position in SEIC in Q2 2022 and has held it in 17 quarters since. The position peaked at $719K in Q3 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Ethic Inc held 3,654 shares of SEI Investments worth $320K as of Q2 2026.
  • Ethic Inc sold 386 SEI Investments shares in Q2 2026, an estimated $33.7K.
  • SEI Investments made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1098 holding.
  • Ethic Inc first reported a position in SEI Investments in Q2 2022 and has held it in 17 quarters since.
  • Ethic Inc's SEI Investments position peaked at $719K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.