Financial Consulate’s SEI Investments SEIC Stock Holding History

Financial Consulate’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 Q4	–	Sell	-10	Closed	-$849	–	1433
2025 Q3	$849	Buy	+10	New	+$888	﹤0.01%	893

Other funds holding SEIC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's SEIC Position: Q4 2025 in Review

Financial Consulate sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 10 shares — an estimated $849 sold.

Financial Consulate first reported a position in SEIC in Q3 2025 and held it in 1 quarter. The position peaked at $849 in Q3 2025. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

Financial Consulate reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 10 SEI Investments shares in Q4 2025, an estimated $849.
Financial Consulate first reported a position in SEI Investments in Q3 2025 and held it in 1 quarter.
Financial Consulate's SEI Investments position peaked at $849 in Q3 2025.
559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.