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Forum Financial Management’s SEI Investments SEIC Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-3,004
Closed -$246K – 873
2025
Q4 		$246K Buy
3,004
+2
+0.1% +$164 ﹤0.01% 851
2025
Q3 		$255K Buy
3,002
+323
+12% +$28.7K ﹤0.01% 824
2025
Q2 		$241K Buy
2,679
+2
+0.1% +$161 ﹤0.01% 794
2025
Q1 		$208K Buy
+2,677
New +$215K ﹤0.01% 797

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's SEIC Position: Q1 2026 in Review

Forum Financial Management sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 3,004 shares — an estimated $246K sold.

Forum Financial Management first reported a position in SEIC in Q1 2025 and held it in 4 quarters. The position peaked at $255K in Q3 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Forum Financial Management reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,004 SEI Investments shares in Q1 2026, an estimated $246K.
  • Forum Financial Management first reported a position in SEI Investments in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's SEI Investments position peaked at $255K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.