Financial Management Professionals’s SEI Investments SEIC Stock Holding History

Financial Management Professionals’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	$877	Hold	10	–	–	﹤0.01%	890
2026 Q1	$785	Hold	10	–	–	﹤0.01%	834
2025 Q4	$825	Hold	10	–	–	﹤0.01%	821
2025 Q3	$849	Hold	10	–	–	﹤0.01%	797
2025 Q2	$899	Hold	10	–	–	﹤0.01%	838
2025 Q1	$776	Hold	10	–	–	﹤0.01%	842
2024 Q4	$825	Hold	10	–	–	﹤0.01%	838
2024 Q3	$1K	Hold	10	–	–	﹤0.01%	880
2024 Q2	$1K	Hold	10	–	–	﹤0.01%	841
2024 Q1	$1K	Hold	10	–	–	﹤0.01%	897
2023 Q4	$1K	Hold	10	–	–	﹤0.01%	884
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	831
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	873
2023 Q1	$1K	Buy	+10	New	+$600	﹤0.01%	937
2022 Q3	–	Sell	-2	Closed	–	–	1083
2022 Q2	$0	Sell	2 -10	-83%	-$563	﹤0.01%	1104
2022 Q1	$1K	Buy	+12	New	+$714	﹤0.01%	947

Other funds holding SEIC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Management Professionals's SEIC Position: Q2 2026 in Review

Financial Management Professionals held its SEI Investments (SEIC) position steady in Q2 2026 at 10 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Financial Management Professionals first reported a position in SEIC in Q1 2022 and has held it in 16 quarters since. The position peaked at $1K in Q3 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Financial Management Professionals held 10 shares of SEI Investments worth $877 as of Q2 2026.
Financial Management Professionals left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #890 holding.
Financial Management Professionals first reported a position in SEI Investments in Q1 2022 and has held it in 16 quarters since.
Financial Management Professionals's SEI Investments position peaked at $1K in Q3 2024.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.