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Fairman Group’s SEI Investments SEIC Stock Holding History

Fairman Group’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 		$74 Hold
1
– – ﹤0.01% 325
2026
Q1 		$66 Hold
1
– – ﹤0.01% 319
2025
Q4 		$70 Hold
1
– – ﹤0.01% 327
2025
Q3 		$72 Hold
1
– – ﹤0.01% 272
2025
Q2 		$76 Hold
1
– – ﹤0.01% 252
2025
Q1 		$70 Hold
1
– – ﹤0.01% 255
2024
Q4 		$70 Hold
1
– – ﹤0.01% 342
2024
Q3 		$58 Hold
1
– – ﹤0.01% 396
2024
Q2 		$55 Hold
1
– – ﹤0.01% 396
2024
Q1 		$61 Hold
1
– – ﹤0.01% 393
2023
Q4 		$54 Buy
+1
New +$58 ﹤0.01% 388

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

Fairman Group's SEIC Position: Q2 2026 in Review

Fairman Group held its SEI Investments (SEIC) position steady in Q2 2026 at 1 share worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Fairman Group first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $76 in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Fairman Group held 1 share of SEI Investments worth $74 as of Q2 2026.
  • Fairman Group left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up ﹤0.01% of Fairman Group's portfolio in Q2 2026, its #325 holding.
  • Fairman Group first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's SEI Investments position peaked at $76 in Q2 2025.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.