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Fieldview Capital Management’s SEI Investments SEIC Stock Holding History

Fieldview Capital Management’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 		– Sell
-32,182
Closed -$2.5M – 495
2025
Q1 		$2.5M Buy
+32,182
New +$2.59M 0.35% 109

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fieldview Capital Management's SEIC Position: Q2 2025 in Review

Fieldview Capital Management sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 32,182 shares — an estimated $2.5M sold.

Fieldview Capital Management first reported a position in SEIC in Q1 2025 and held it in 1 quarter. The position peaked at $2.5M in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Fieldview Capital Management reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Fieldview Capital Management sold 32,182 SEI Investments shares in Q2 2025, an estimated $2.5M.
  • Fieldview Capital Management first reported a position in SEI Investments in Q1 2025 and held it in 1 quarter.
  • Fieldview Capital Management's SEI Investments position peaked at $2.5M in Q1 2025.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Fieldview Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.