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Hexagon Capital Partners’s SEI Investments SEIC Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-67
Closed -$5.2K – 1417
2025
Q1 		$5.2K Buy
67
+8
+14% +$643 ﹤0.01% 1159
2024
Q4 		$4.87K Buy
59
+15
+34% +$1.18K ﹤0.01% 1211
2024
Q3 		$3.04K Buy
+44
New +$2.94K ﹤0.01% 1146
2023
Q4 		– Sell
-26
Closed -$1.57K – 1487
2023
Q3 		$1.57K Sell
26
-3
-10% -$184 ﹤0.01% 1116
2023
Q2 		$1.73K Buy
+29
New +$1.69K ﹤0.01% 1105
2023
Q1 		– Sell
-91
Closed -$5.3K – 1502
2022
Q4 		$5.3K Buy
+91
New +$5.12K ﹤0.01% 902

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 $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hexagon Capital Partners's SEIC Position: Q2 2025 in Review

Hexagon Capital Partners sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 67 shares — an estimated $5.2K sold.

Hexagon Capital Partners first reported a position in SEIC in Q4 2022 and held it in 6 quarters. The position peaked at $5.3K in Q4 2022. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Hexagon Capital Partners reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 67 SEI Investments shares in Q2 2025, an estimated $5.2K.
  • Hexagon Capital Partners first reported a position in SEI Investments in Q4 2022 and held it in 6 quarters.
  • Hexagon Capital Partners's SEI Investments position peaked at $5.3K in Q4 2022.
  • 564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.