FAIM
SEIC icon

Financial Advocates Investment Management’s SEI Investments SEIC Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-4,569
Closed -$411K – 492
2025
Q2 		$411K Buy
+4,569
New +$368K 0.03% 412

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's SEIC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 4,569 shares — an estimated $411K sold.

Financial Advocates Investment Management first reported a position in SEIC in Q2 2025 and held it in 1 quarter. The position peaked at $411K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,569 SEI Investments shares in Q3 2025, an estimated $411K.
  • Financial Advocates Investment Management first reported a position in SEI Investments in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's SEI Investments position peaked at $411K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.