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

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

Harbor Investment Advisory's SEIC Position: Q2 2026 in Review

Harbor Investment Advisory increased its SEI Investments (SEIC) stake by 87% in Q2 2026, buying an estimated $30.4K and bringing the position to 747 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Harbor Investment Advisory first reported a position in SEIC in Q4 2021 and has held it in 19 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Harbor Investment Advisory held 747 shares of SEI Investments worth $65.5K as of Q2 2026.
Harbor Investment Advisory bought 348 SEI Investments shares in Q2 2026, an estimated $30.4K.
SEI Investments made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #680 holding.
Harbor Investment Advisory first reported a position in SEI Investments in Q4 2021 and has held it in 19 quarters since.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.