Grove Bank & Trust’s SEI Investments SEIC Stock Holding History

Grove Bank & Trust’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	$1.4K	Hold	16	–	–	﹤0.01%	821
2026 Q1	$1.26K	Buy	+16	New	+$1.32K	﹤0.01%	802
2025 Q3	–	Sell	-42	Closed	-$3.77K	–	882
2025 Q2	$3.77K	Hold	42	–	–	﹤0.01%	733
2025 Q1	$3.26K	Buy	+42	New	+$3.38K	﹤0.01%	726
2018 Q1	–	Sell	-1,060	Closed	-$76K	–	404
2017 Q4	$76K	Hold	1,060	–	–	0.03%	253
2017 Q3	$65K	Sell	1,060 -190	-15%	-$10.8K	0.03%	270
2017 Q2	$67K	Buy	1,250 +190	+18%	+$9.79K	0.04%	215
2017 Q1	$53K	Hold	1,060	–	–	0.04%	210
2016 Q4	$52K	Buy	+1,060	New	+$49.5K	0.04%	209
2016 Q2	–	Sell	-1,825	Closed	-$79K	–	293
2016 Q1	$79K	Hold	1,825	–	–	0.07%	129
2015 Q4	$96K	Buy	+1,825	New	+$95K	0.09%	131

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

Grove Bank & Trust's SEIC Position: Q2 2026 in Review

Grove Bank & Trust held its SEI Investments (SEIC) position steady in Q2 2026 at 16 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Grove Bank & Trust first reported a position in SEIC in Q4 2015 and has held it in 11 quarters since. The position peaked at $96K in Q4 2015. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Grove Bank & Trust held 16 shares of SEI Investments worth $1.4K as of Q2 2026.
Grove Bank & Trust left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #821 holding.
Grove Bank & Trust first reported a position in SEI Investments in Q4 2015 and has held it in 11 quarters since.
Grove Bank & Trust's SEI Investments position peaked at $96K in Q4 2015.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.