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Freestone Grove Partners’s SEI Investments SEIC Stock Holding History

Freestone Grove Partners’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 		$579K Sell
6,603
-9,741
-60% -$850K ﹤0.01% 631
2026
Q1 		$1.28M Buy
+16,344
New +$1.35M 0.01% 431

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Freestone Grove Partners's SEIC Position: Q2 2026 in Review

Freestone Grove Partners reduced its SEI Investments (SEIC) stake by 60% in Q2 2026, selling an estimated $850K and leaving 6,603 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Freestone Grove Partners first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.28M in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Freestone Grove Partners held 6,603 shares of SEI Investments worth $579K as of Q2 2026.
  • Freestone Grove Partners sold 9,741 SEI Investments shares in Q2 2026, an estimated $850K.
  • SEI Investments made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #631 holding.
  • Freestone Grove Partners first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
  • Freestone Grove Partners's SEI Investments position peaked at $1.28M in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.