HIIFS
SEIC icon

Harel Insurance Investments & Financial Services’s SEI Investments SEIC Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q3 		– Sell
-1,699
Closed -$153K – 496
2025
Q2 		$153K Hold
1,699
– – ﹤0.01% 292
2025
Q1 		$132K Buy
+1,699
New +$137K ﹤0.01% 296
2023
Q2 		– Sell
-711
Closed -$40K – 782
2023
Q1 		$40K Hold
711
– – ﹤0.01% 525
2022
Q4 		$42K Buy
+711
New +$40K ﹤0.01% 498

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SEIC Position: Q3 2025 in Review

Harel Insurance Investments & Financial Services sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 1,699 shares — an estimated $153K sold.

Harel Insurance Investments & Financial Services first reported a position in SEIC in Q4 2022 and held it in 4 quarters. The position peaked at $153K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Harel Insurance Investments & Financial Services reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,699 SEI Investments shares in Q3 2025, an estimated $153K.
  • Harel Insurance Investments & Financial Services first reported a position in SEI Investments in Q4 2022 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's SEI Investments position peaked at $153K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.