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Lafayette Investments’s SEI Investments SEIC Stock Holding History

Lafayette Investments’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
Q2 		$1.25M Sell
14,256
-965
-6% -$84.2K 0.23% 71
2026
Q1 		$1.19M Sell
15,221
-50
-0.3% -$4.12K 0.24% 67
2025
Q4 		$1.25M Sell
15,271
-3
-0% -$247 0.24% 69
2025
Q3 		$1.3M Hold
15,274
– – 0.25% 61
2025
Q2 		$1.37M Sell
15,274
-145
-0.9% -$11.7K 0.28% 60
2025
Q1 		$1.2M Sell
15,419
-480
-3% -$38.6K 0.25% 60
2024
Q4 		$1.31M Sell
15,899
-1,075
-6% -$84.3K 0.28% 58
2024
Q3 		$1.17M Sell
16,974
-16
-0.1% -$1.07K 0.25% 60
2024
Q2 		$1.1M Sell
16,990
-662
-4% -$44.5K 0.25% 60
2024
Q1 		$1.27M Sell
17,652
-235
-1% -$15.6K 0.29% 59
2023
Q4 		$1.14M Sell
17,887
-560
-3% -$32.7K 0.28% 61
2023
Q3 		$1.11M Sell
18,447
-100
-0.5% -$6.15K 0.3% 63
2023
Q2 		$1.11M Sell
18,547
-1,751
-9% -$102K 0.29% 63
2023
Q1 		$1.17M Sell
20,298
-495
-2% -$29.7K 0.32% 59
2022
Q4 		$1.21M Buy
20,793
+718
+4% +$40.4K 0.34% 57
2022
Q3 		$985K Sell
20,075
-2,286
-10% -$125K 0.3% 62
2022
Q2 		$1.21M Buy
22,361
+1,585
+8% +$89.2K 0.35% 61
2022
Q1 		$1.25M Buy
20,776
+718
+4% +$42.7K 0.31% 62
2021
Q4 		$1.22M Buy
20,058
+609
+3% +$37.7K 0.31% 63
2021
Q3 		$1.15M Buy
19,449
+1,699
+10% +$104K 0.31% 62
2021
Q2 		$1.1M Buy
17,750
+494
+3% +$30.8K 0.3% 64
2021
Q1 		$1.05M Sell
17,256
-3,198
-16% -$187K 0.34% 55
2020
Q4 		$1.18M Buy
20,454
+1,956
+11% +$107K 0.4% 54
2020
Q3 		$938K Buy
18,498
+629
+4% +$33.2K 0.36% 57
2020
Q2 		$982K Hold
17,869
– – 0.41% 54
2020
Q1 		$828K Hold
17,869
– – 0.4% 49
2019
Q4 		$1.17M Buy
17,869
+85
+0.5% +$5.29K 0.41% 48
2019
Q3 		$1.05M Buy
17,784
+2,617
+17% +$151K 0.38% 48
2019
Q2 		$851K Buy
+15,167
New +$818K 0.3% 48

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lafayette Investments's SEIC Position: Q2 2026 in Review

Lafayette Investments reduced its SEI Investments (SEIC) stake by 6.3% in Q2 2026, selling an estimated $84.2K and leaving 14,256 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #71.

Lafayette Investments first reported a position in SEIC in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.37M in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Lafayette Investments held 14,256 shares of SEI Investments worth $1.25M as of Q2 2026.
  • Lafayette Investments sold 965 SEI Investments shares in Q2 2026, an estimated $84.2K.
  • SEI Investments made up 0.23% of Lafayette Investments's portfolio in Q2 2026, its #71 holding.
  • Lafayette Investments first reported a position in SEI Investments in Q2 2019 and has held it in 29 quarters since.
  • Lafayette Investments's SEI Investments position peaked at $1.37M in Q2 2025.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.