InceptionR’s SEI Investments SEIC Stock Holding History

InceptionR’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 Q4	–	Sell	-2,717	Closed	-$231K	–	847
2025 Q3	$231K	Buy	+2,717	New	+$241K	0.06%	561
2024 Q4	–	Sell	-10,020	Closed	-$693K	–	847
2024 Q3	$693K	Buy	+10,020	New	+$669K	0.17%	236
2024 Q1	–	Sell	-14,071	Closed	-$894K	–	715
2023 Q4	$894K	Buy	+14,071	New	+$821K	0.64%	6
2023 Q2	–	Sell	-10,789	Closed	-$621K	–	595
2023 Q1	$621K	Buy	+10,789	New	+$647K	0.2%	196

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

InceptionR's SEIC Position: Q4 2025 in Review

InceptionR sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 2,717 shares — an estimated $231K sold.

InceptionR first reported a position in SEIC in Q1 2023 and held it in 4 quarters. The position peaked at $894K in Q4 2023. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

InceptionR reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
InceptionR sold 2,717 SEI Investments shares in Q4 2025, an estimated $231K.
InceptionR first reported a position in SEI Investments in Q1 2023 and held it in 4 quarters.
InceptionR's SEI Investments position peaked at $894K in Q4 2023.
559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.