Fairfield Financial Advisors’s SEI Investments SEIC Stock Holding History

Fairfield Financial 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 Q1	–	Sell	-465	Closed	-$38.4K	–	171
2024 Q4	$38.4K	Hold	465	–	–	0.01%	140
2024 Q3	$32.2K	Hold	465	–	–	0.01%	163
2024 Q2	$30.1K	Buy	+465	New	+$31.3K	0.01%	155
2023 Q4	$29.6K	Hold	465	–	–	0.01%	180
2023 Q3	$28K	Hold	465	–	–	0.01%	166
2023 Q2	$27.7K	Hold	465	–	–	0.01%	173
2023 Q1	$26.3K	Hold	465	–	–	0.01%	180
2022 Q4	$27.1K	Hold	465	–	–	0.01%	158
2022 Q3	$22.8K	Hold	465	–	–	0.01%	162
2022 Q2	$25.1K	Hold	465	–	–	0.01%	150
2022 Q1	$28K	Buy	+465	New	+$27.7K	0.01%	160

Other funds holding SEIC

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fairfield Financial Advisors's SEIC Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 465 shares — an estimated $38.4K sold.

Fairfield Financial Advisors first reported a position in SEIC in Q1 2022 and held it in 11 quarters. The position peaked at $38.4K in Q4 2024. 547 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

Fairfield Financial Advisors reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 465 SEI Investments shares in Q1 2025, an estimated $38.4K.
Fairfield Financial Advisors first reported a position in SEI Investments in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's SEI Investments position peaked at $38.4K in Q4 2024.
547 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.