Hardy Reed’s SEI Investments SEIC Stock Holding History

Hardy Reed’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	$299K	Hold	3,408	–	–	0.02%	202
2026 Q1	$267K	Buy	3,408 +99	+3%	+$8.15K	0.02%	202
2025 Q4	$271K	Buy	3,309 +21	+0.6%	+$1.73K	0.02%	202
2025 Q3	$279K	Hold	3,288	–	–	0.02%	202
2025 Q2	$295K	Hold	3,288	–	–	0.02%	188
2025 Q1	$255K	Hold	3,288	–	–	0.02%	198
2024 Q4	$271K	Hold	3,288	–	–	0.02%	201
2024 Q3	$227K	Hold	3,288	–	–	0.02%	226
2024 Q2	$213K	Buy	+3,288	New	+$221K	0.02%	219

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

Hardy Reed's SEIC Position: Q2 2026 in Review

Hardy Reed held its SEI Investments (SEIC) position steady in Q2 2026 at 3,408 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #202.

Hardy Reed first reported a position in SEIC in Q2 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Hardy Reed held 3,408 shares of SEI Investments worth $299K as of Q2 2026.
Hardy Reed left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.02% of Hardy Reed's portfolio in Q2 2026, its #202 holding.
Hardy Reed first reported a position in SEI Investments in Q2 2024 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.