Evolution Advisers’s SEI Investments SEIC Stock Holding History

Evolution Advisers’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	$76K	Hold	873	–	–	0.03%	88
2026 Q1	$68K	Hold	873	–	–	0.03%	78
2025 Q4	$71K	Hold	873	–	–	0.03%	79
2025 Q3	$73K	Hold	873	–	–	0.03%	78
2025 Q2	$78K	Hold	873	–	–	0.04%	73
2025 Q1	$67K	Hold	873	–	–	0.04%	76
2024 Q4	$72K	Hold	873	–	–	0.04%	75
2024 Q3	$60K	Hold	873	–	–	0.03%	84
2024 Q2	$56K	Hold	873	–	–	0.03%	83
2024 Q1	$63K	Hold	873	–	–	0.04%	81
2023 Q4	$55K	Buy	+873	New	+$50.9K	0.04%	80

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

Evolution Advisers's SEIC Position: Q2 2026 in Review

Evolution Advisers held its SEI Investments (SEIC) position steady in Q2 2026 at 873 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #88.

Evolution Advisers first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $78K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Evolution Advisers held 873 shares of SEI Investments worth $76K as of Q2 2026.
Evolution Advisers left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.03% of Evolution Advisers's portfolio in Q2 2026, its #88 holding.
Evolution Advisers first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
Evolution Advisers's SEI Investments position peaked at $78K in Q2 2025.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.