HIA
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Harbor Investment Advisory’s SEI Investments SEIC Stock Holding History

Harbor Investment Advisory’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 		$65.5K Buy
747
+348
+87% +$30.4K ﹤0.01% 680
2026
Q1 		$31.3K Sell
399
-356
-47% -$29.3K ﹤0.01% 689
2025
Q4 		$61.9K Buy
755
+105
+16% +$8.63K ﹤0.01% 612
2025
Q3 		$55.2K Hold
650
– – ﹤0.01% 624
2025
Q2 		$58.4K Hold
650
– – 0.01% 594
2025
Q1 		$50.5K Hold
650
– – ﹤0.01% 612
2024
Q4 		$53.6K Hold
650
– – 0.01% 589
2024
Q3 		$45K Sell
650
-3
-0.5% -$200 ﹤0.01% 612
2024
Q2 		$42.2K Buy
653
+3
+0.5% +$202 ﹤0.01% 612
2024
Q1 		$46.7K Hold
650
– – ﹤0.01% 597
2023
Q4 		$41.3K Sell
650
-150
-19% -$8.75K ﹤0.01% 598
2023
Q3 		$48.2K Sell
800
-10
-1% -$615 0.01% 551
2023
Q2 		$48.3K Hold
810
– – 0.01% 724
2023
Q1 		$46.6K Buy
810
+3
+0.4% +$180 0.01% 725
2022
Q4 		$47K Hold
807
– – 0.01% 707
2022
Q3 		$40K Hold
807
– – 0.01% 750
2022
Q2 		$44K Hold
807
– – 0.01% 738
2022
Q1 		$49K Hold
807
– – 0.01% 758
2021
Q4 		$49K Buy
+807
New +$50K 0.01% 755

Other funds holding SEIC

TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return