FORA Capital’s SEI Investments SEIC Stock Holding History

FORA Capital’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	–	Sell	-7,416	Closed	-$582K	–	533
2026 Q1	$582K	Buy	+7,416	New	+$611K	0.04%	293
2025 Q2	–	Sell	-12,758	Closed	-$990K	–	673
2025 Q1	$990K	Buy	+12,758	New	+$1.03M	0.1%	227
2024 Q4	–	Sell	-3,424	Closed	-$237K	–	566
2024 Q3	$237K	Buy	+3,424	New	+$229K	0.03%	385
2021 Q3	–	Sell	-3,096	Closed	-$192K	–	786
2021 Q2	$192K	Buy	+3,096	New	+$193K	0.04%	453
2021 Q1	–	Sell	-2,560	Closed	-$147K	–	1060
2020 Q4	$147K	Buy	2,560 +1,910	+294%	+$104K	0.02%	576
2020 Q3	$33K	Sell	650 -143	-18%	-$7.56K	0.02%	511
2020 Q2	$44K	Buy	+793	New	+$41.5K	0.02%	666
2020 Q1	–	Sell	-4,565	Closed	-$299K	–	1306
2019 Q4	$299K	Buy	+4,565	New	+$284K	0.03%	525

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

FORA Capital's SEIC Position: Q2 2026 in Review

FORA Capital sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 7,416 shares — an estimated $582K sold.

FORA Capital first reported a position in SEIC in Q4 2019 and held it in 8 quarters. The position peaked at $990K in Q1 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

FORA Capital reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 7,416 SEI Investments shares in Q2 2026, an estimated $582K.
FORA Capital first reported a position in SEI Investments in Q4 2019 and held it in 8 quarters.
FORA Capital's SEI Investments position peaked at $990K in Q1 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.