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Horizon Investments’s SEI Investments SEIC Stock Holding History

Horizon Investments’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
Q1 		$244K Sell
3,104
-118
-4% -$9.72K ﹤0.01% 952
2025
Q4 		$264K Sell
3,222
-59,271
-95% -$4.87M ﹤0.01% 928
2025
Q3 		$5.3M Buy
62,493
+24,952
+66% +$2.22M 0.07% 226
2025
Q2 		$3.37M Buy
37,541
+37,513
+133,975% +$3.02M 0.05% 264
2025
Q1 		$2.17K Hold
28
– – ﹤0.01% 718
2024
Q4 		$2.31K Buy
+28
New +$2.2K ﹤0.01% 718

Other funds holding SEIC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horizon Investments's SEIC Position: Q1 2026 in Review

Horizon Investments reduced its SEI Investments (SEIC) stake by 3.7% in Q1 2026, selling an estimated $9.72K and leaving 3,104 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Horizon Investments first reported a position in SEIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.3M in Q3 2025. 567 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Horizon Investments held 3,104 shares of SEI Investments worth $244K as of Q1 2026.
  • Horizon Investments sold 118 SEI Investments shares in Q1 2026, an estimated $9.72K.
  • SEI Investments made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #952 holding.
  • Horizon Investments first reported a position in SEI Investments in Q4 2024 and has held it in 6 quarters since.
  • Horizon Investments's SEI Investments position peaked at $5.3M in Q3 2025.
  • 567 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.