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

J.W. Coons 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 Q2	$218K	Buy	+2,430	New	+$196K	0.05%	229
2021 Q1	–	Sell	-4,580	Closed	-$262K	–	222
2020 Q4	$262K	Sell	4,580 -450	-9%	-$24.6K	0.1%	175
2020 Q3	$255K	Sell	5,030 -1,415	-22%	-$74.8K	0.11%	166
2020 Q2	$350K	Sell	6,445 -1,415	-18%	-$74K	0.16%	143
2020 Q1	$366K	Buy	+7,860	New	+$468K	0.19%	129

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

BGC

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

J.W. Coons Advisors's SEIC Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in SEI Investments (SEIC) in Q2 2025: 2,430 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings. This is a return to the name: J.W. Coons Advisors previously reported a position in SEIC as recently as Q4 2020.

J.W. Coons Advisors first reported a position in SEIC in Q1 2020 and has held it in 5 quarters since. The position peaked at $366K in Q1 2020. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

J.W. Coons Advisors held 2,430 shares of SEI Investments worth $218K as of Q2 2025.
SEI Investments was a new J.W. Coons Advisors position in Q2 2025.
SEI Investments made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #229 holding.
J.W. Coons Advisors first reported a position in SEI Investments in Q1 2020 and has held it in 5 quarters since.
J.W. Coons Advisors's SEI Investments position peaked at $366K in Q1 2020.
563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.