Jacobs Levy Equity Management’s SEI Investments SEIC Stock Holding History

Jacobs Levy Equity Management’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	-12,623	Closed	-$1.07M	–	1048
2025 Q3	$1.07M	Sell	12,623 -79,918	-86%	-$7.1M	﹤0.01%	701
2025 Q2	$8.32M	Sell	92,541 -115,812	-56%	-$9.33M	0.03%	335
2025 Q1	$16.2M	Buy	+208,353	New	+$16.8M	0.06%	258
2022 Q3	–	Sell	-11,181	Closed	-$604K	–	1149
2022 Q2	$604K	Buy	+11,181	New	+$629K	﹤0.01%	845
2021 Q3	–	Sell	-10,761	Closed	-$667K	–	1120
2021 Q2	$667K	Buy	+10,761	New	+$671K	﹤0.01%	816
2018 Q1	–	Sell	-3,960	Closed	-$285K	–	1052
2017 Q4	$285K	Buy	+3,960	New	+$265K	0.01%	852
2015 Q2	–	Sell	-18,800	Closed	-$829K	–	854
2015 Q1	$829K	Sell	18,800 -6,900	-27%	-$290K	0.01%	515
2014 Q4	$1.03M	Sell	25,700 -135,690	-84%	-$5.2M	0.02%	495
2014 Q3	$5.84M	Buy	161,390 +127,310	+374%	+$4.54M	0.1%	219
2014 Q2	$1.12M	Buy	34,080 +3,000	+10%	+$96.6K	0.02%	493
2014 Q1	$1.04M	Buy	31,080 +7,710	+33%	+$262K	0.02%	528
2013 Q4	$812K	Buy	+23,370	New	+$777K	0.01%	623

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

Jacobs Levy Equity Management's SEIC Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 12,623 shares — an estimated $1.07M sold.

Jacobs Levy Equity Management first reported a position in SEIC in Q4 2013 and held it in 12 quarters. The position peaked at $16.2M in Q1 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

Jacobs Levy Equity Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 12,623 SEI Investments shares in Q4 2025, an estimated $1.07M.
Jacobs Levy Equity Management first reported a position in SEI Investments in Q4 2013 and held it in 12 quarters.
Jacobs Levy Equity Management's SEI Investments position peaked at $16.2M in Q1 2025.
560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.