Jump Financial’s SEI Investments SEIC Stock Holding History

Jump Financial’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	$507K	Sell	6,456 -4,910	-43%	-$404K	0.01%	1238
2025 Q4	$932K	Buy	+11,366	New	+$934K	0.01%	996
2025 Q3	–	Sell	-6,652	Closed	-$598K	–	2169
2025 Q2	$598K	Buy	+6,652	New	+$536K	0.01%	1163
2025 Q1	–	Sell	-37,282	Closed	-$3.08M	–	1976
2024 Q4	$3.08M	Buy	+37,282	New	+$2.92M	0.06%	388
2024 Q1	–	Sell	-16,601	Closed	-$1.05M	–	2257
2023 Q4	$1.05M	Buy	+16,601	New	+$968K	0.03%	696
2023 Q3	–	Sell	-24,830	Closed	-$1.48M	–	2203
2023 Q2	$1.48M	Buy	+24,830	New	+$1.44M	0.05%	500
2022 Q1	–	Sell	-11,445	Closed	-$698K	–	1875
2021 Q4	$698K	Buy	+11,445	New	+$709K	0.04%	510

Other funds holding SEIC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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