JWCA
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J.W. Cole Advisors’s SEI Investments SEIC Stock Holding History

J.W. Cole Advisors’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
-3,465
Closed -$294K – 1577
2025
Q3 		$294K Buy
3,465
+614
+22% +$54.6K 0.01% 1223
2025
Q2 		$256K Buy
+2,851
New +$230K 0.01% 1218
2025
Q1 		– Sell
-2,720
Closed -$224K – 1338
2024
Q4 		$224K Buy
+2,720
New +$213K 0.01% 868

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J.W. Cole Advisors's SEIC Position: Q4 2025 in Review

J.W. Cole Advisors sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 3,465 shares — an estimated $294K sold.

J.W. Cole Advisors first reported a position in SEIC in Q4 2024 and held it in 3 quarters. The position peaked at $294K in Q3 2025. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • J.W. Cole Advisors reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,465 SEI Investments shares in Q4 2025, an estimated $294K.
  • J.W. Cole Advisors first reported a position in SEI Investments in Q4 2024 and held it in 3 quarters.
  • J.W. Cole Advisors's SEI Investments position peaked at $294K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.