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Laird Norton Wetherby Trust Company’s SEI Investments SEIC Stock Holding History

Laird Norton Wetherby Trust Company’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 		– Sell
-2,523
Closed -$208K – 1038
2025
Q4 		$208K Buy
+2,523
New +$207K ﹤0.01% 999

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Vanguard Portfolio Management
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Morgan Stanley
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SEIC Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 2,523 shares — an estimated $208K sold.

Laird Norton Wetherby Trust Company first reported a position in SEIC in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Laird Norton Wetherby Trust Company reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 2,523 SEI Investments shares in Q1 2026, an estimated $208K.
  • Laird Norton Wetherby Trust Company first reported a position in SEI Investments in Q4 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Trust Company's SEI Investments position peaked at $208K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.