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Larson Financial Group’s SEI Investments SEIC Stock Holding History

Larson Financial Group’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 		$48.1K Buy
613
+534
+676% +$44K ﹤0.01% 1378
2025
Q4 		$6.52K Sell
79
-11
-12% -$904 ﹤0.01% 2351
2025
Q3 		$7.68K Buy
90
+9
+11% +$800 ﹤0.01% 2156
2025
Q2 		$7.32K Buy
81
+48
+145% +$3.87K ﹤0.01% 1948
2025
Q1 		$2.6K Sell
33
-8
-20% -$643 ﹤0.01% 2089
2024
Q4 		$3.41K Sell
41
-25
-38% -$1.96K ﹤0.01% 1755
2024
Q3 		$4.59K Buy
66
+56
+560% +$3.74K ﹤0.01% 1684
2024
Q2 		$671 Hold
10
– – ﹤0.01% 1783
2024
Q1 		$741 Hold
10
– – ﹤0.01% 1497
2023
Q4 		$650 Hold
10
– – ﹤0.01% 1540
2023
Q3 		$616 Hold
10
– – ﹤0.01% 1556
2023
Q2 		$610 Hold
10
– – ﹤0.01% 1422
2023
Q1 		$584 Hold
10
– – ﹤0.01% 1399
2022
Q4 		$587 Hold
10
– – ﹤0.01% 1356
2022
Q3 		$0 Buy
+10
New +$546 ﹤0.01% 1384

Other funds holding SEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Larson Financial Group's SEIC Position: Q1 2026 in Review

Larson Financial Group increased its SEI Investments (SEIC) stake by 676% in Q1 2026, buying an estimated $44K and bringing the position to 613 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Larson Financial Group first reported a position in SEIC in Q3 2022 and has held it in 15 quarters since. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Larson Financial Group held 613 shares of SEI Investments worth $48.1K as of Q1 2026.
  • Larson Financial Group bought 534 SEI Investments shares in Q1 2026, an estimated $44K.
  • SEI Investments made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1378 holding.
  • Larson Financial Group first reported a position in SEI Investments in Q3 2022 and has held it in 15 quarters since.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.