Inscription Capital’s SEI Investments SEIC Stock Holding History

Inscription Capital’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	-6,704	Closed	-$569K	–	738
2025 Q3	$569K	Buy	+6,704	New	+$596K	0.06%	317

Other funds holding SEIC

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inscription Capital's SEIC Position: Q4 2025 in Review

Inscription Capital sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 6,704 shares — an estimated $569K sold.

Inscription Capital first reported a position in SEIC in Q3 2025 and held it in 1 quarter. The position peaked at $569K in Q3 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

Inscription Capital reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
Inscription Capital sold 6,704 SEI Investments shares in Q4 2025, an estimated $569K.
Inscription Capital first reported a position in SEI Investments in Q3 2025 and held it in 1 quarter.
Inscription Capital's SEI Investments position peaked at $569K in Q3 2025.
560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Inscription Capital's 13F filing for Q4 2025, filed 29 Jan 2026.