HM Payson & Co’s SEI Investments SEIC Stock Holding History

HM Payson & Co’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	$26.3K	Hold	300	–	–	﹤0.01%	826
2026 Q1	$23.5K	Hold	300	–	–	﹤0.01%	825
2025 Q4	$24.6K	Hold	300	–	–	﹤0.01%	804
2025 Q3	$25.5K	Hold	300	–	–	﹤0.01%	802
2025 Q2	$27K	Hold	300	–	–	﹤0.01%	750
2025 Q1	$23.3K	Hold	300	–	–	﹤0.01%	770
2024 Q4	$24.7K	Hold	300	–	–	﹤0.01%	750
2024 Q3	$20.8K	Hold	300	–	–	﹤0.01%	765
2024 Q2	$19.4K	Hold	300	–	–	﹤0.01%	763
2024 Q1	$21.6K	Hold	300	–	–	﹤0.01%	736
2023 Q4	$19.1K	Hold	300	–	–	﹤0.01%	745
2023 Q3	$18.1K	Hold	300	–	–	﹤0.01%	752
2023 Q2	$17.9K	Hold	300	–	–	﹤0.01%	745
2023 Q1	$17.3K	Sell	300 -345	-53%	-$20.7K	﹤0.01%	738
2022 Q4	$37.6K	Buy	645 +45	+8%	+$2.53K	﹤0.01%	598
2022 Q3	$29K	Sell	600 -4	-0.7%	-$218	﹤0.01%	647
2022 Q2	$33K	Buy	604 +4	+0.7%	+$225	﹤0.01%	643
2022 Q1	$36K	Hold	600	–	–	﹤0.01%	647
2021 Q4	$37K	Hold	600	–	–	﹤0.01%	665
2021 Q3	$36K	Hold	600	–	–	﹤0.01%	652
2021 Q2	$37K	Hold	600	–	–	﹤0.01%	643
2021 Q1	$37K	Hold	600	–	–	﹤0.01%	661
2020 Q4	$34K	Hold	600	–	–	﹤0.01%	684
2020 Q3	$30K	Buy	+600	New	+$31.7K	﹤0.01%	659

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

HM Payson & Co's SEIC Position: Q2 2026 in Review

HM Payson & Co held its SEI Investments (SEIC) position steady in Q2 2026 at 300 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

HM Payson & Co first reported a position in SEIC in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.6K in Q4 2022. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

HM Payson & Co held 300 shares of SEI Investments worth $26.3K as of Q2 2026.
HM Payson & Co left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #826 holding.
HM Payson & Co first reported a position in SEI Investments in Q3 2020 and has held it in 24 quarters since.
HM Payson & Co's SEI Investments position peaked at $37.6K in Q4 2022.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.