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SEIC icon

Inspire Investing’s SEI Investments SEIC Stock Holding History

Inspire Investing’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 		$3.88M Buy
49,401
+11,884
+32% +$979K 0.23% 91
2025
Q4 		$3.08M Sell
37,517
-3,677
-9% -$302K 0.28% 76
2025
Q3 		$3.5M Buy
41,194
+5,803
+16% +$516K 0.34% 58
2025
Q2 		$3.18M Buy
35,391
+7,291
+26% +$588K 0.35% 59
2025
Q1 		$2.18M Sell
28,100
-3,568
-11% -$287K 0.26% 101
2024
Q4 		$2.61M Hold
31,668
– – 0.29% 72
2024
Q3 		$2.19M Buy
31,668
+639
+2% +$42.7K 0.22% 100
2024
Q2 		$2.01M Buy
31,029
+1,653
+6% +$111K 0.23% 110
2024
Q1 		$2.11M Buy
29,376
+2,588
+10% +$172K 0.22% 116
2023
Q4 		$1.7M Buy
26,788
+609
+2% +$35.5K 0.19% 129
2023
Q3 		$1.58M Sell
26,179
-1,803
-6% -$111K 0.2% 120
2023
Q2 		$1.67M Buy
27,982
+2,800
+11% +$163K 0.2% 120
2023
Q1 		$1.45M Buy
25,182
+678
+3% +$40.7K 0.18% 117
2022
Q4 		$1.43M Buy
24,504
+9,859
+67% +$554K 0.18% 114
2022
Q3 		$718K Sell
14,645
-1,597
-10% -$87.2K 0.1% 167
2022
Q2 		$877K Buy
16,242
+12,352
+318% +$695K 0.12% 153
2022
Q1 		$234K Sell
3,890
-157
-4% -$9.34K 0.03% 716
2021
Q4 		$247K Buy
4,047
+162
+4% +$10K 0.03% 672
2021
Q3 		$230K Buy
+3,885
New +$237K 0.03% 602

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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