First Citizens Bank & Trust’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.02M | Sell |
23,011
-113
| -0.5% | -$9.86K | 0.03% | 218 |
|
|
2026
Q1 | $1.81M | Sell |
23,124
-961
| -4% | -$79.1K | 0.04% | 226 |
|
|
2025
Q4 | $1.98M | Buy |
24,085
+1,668
| +7% | +$137K | 0.04% | 202 |
|
|
2025
Q3 | $1.9M | Buy |
22,417
+1,093
| +5% | +$97.1K | 0.04% | 199 |
|
|
2025
Q2 | $1.92M | Buy |
21,324
+11,373
| +114% | +$917K | 0.03% | 196 |
|
|
2025
Q1 | $772K | Buy |
9,951
+96
| +1% | +$7.72K | 0.02% | 262 |
|
|
2024
Q4 | $813K | Buy |
9,855
+1,047
| +12% | +$82.1K | 0.01% | 261 |
|
|
2024
Q3 | $609K | Buy |
8,808
+55
| +0.6% | +$3.67K | 0.01% | 296 |
|
|
2024
Q2 | $566K | Buy |
8,753
+1,711
| +24% | +$115K | 0.01% | 303 |
|
|
2024
Q1 | $506K | Buy |
7,042
+230
| +3% | +$15.3K | 0.01% | 318 |
|
|
2023
Q4 | $433K | Buy |
6,812
+816
| +14% | +$47.6K | 0.01% | 265 |
|
|
2023
Q3 | $361K | Buy |
5,996
+23
| +0.4% | +$1.41K | 0.01% | 268 |
|
|
2023
Q2 | $356K | Buy |
+5,973
| New | +$347K | 0.01% | 279 |
|
|
2022
Q3 | – | Sell |
-3,761
| Closed | -$203K | – | 384 |
|
|
2022
Q2 | $203K | Sell |
3,761
-232
| -6% | -$13.1K | 0.01% | 377 |
|
|
2022
Q1 | $240K | Buy |
3,993
+75
| +2% | +$4.46K | 0.01% | 368 |
|
|
2021
Q4 | $239K | Buy |
3,918
+126
| +3% | +$7.81K | 0.01% | 368 |
|
|
2021
Q3 | $225K | Sell |
3,792
-52
| -1% | -$3.17K | 0.01% | 373 |
|
|
2021
Q2 | $238K | Sell |
3,844
-501
| -12% | -$31.2K | 0.01% | 354 |
|
|
2021
Q1 | $265K | Sell |
4,345
-43
| -1% | -$2.52K | 0.01% | 329 |
|
|
2020
Q4 | $252K | Sell |
4,388
-387
| -8% | -$21.1K | 0.01% | 312 |
|
|
2020
Q3 | $242K | Buy |
4,775
+10
| +0.2% | +$528 | 0.02% | 301 |
|
|
2020
Q2 | $262K | Buy |
+4,765
| New | +$249K | 0.02% | 286 |
|
|
2020
Q1 | – | Sell |
-3,903
| Closed | -$256K | – | 369 |
|
|
2019
Q4 | $256K | Buy |
+3,903
| New | +$243K | 0.02% | 285 |
|
|
2018
Q2 | – | Sell |
-15,618
| Closed | -$1.17M | – | 451 |
|
|
2018
Q1 | $1.17M | Buy |
15,618
+6,260
| +67% | +$466K | 0.16% | 154 |
|
|
2017
Q4 | $672K | Buy |
+9,358
| New | +$627K | 0.09% | 198 |
|
|
2013
Q4 | – | Sell |
-13,579
| Closed | -$420K | – | 715 |
|
|
2013
Q3 | $420K | Buy |
13,579
+916
| +7% | +$28.2K | 0.02% | 787 |
|
|
2013
Q2 | $360K | Buy |
+12,663
| New | +$367K | 0.01% | 812 |
|
Other funds holding SEIC
TWM
DC
HWAM
HIP
GI
AWM
YIH
CCA
CIG