Lido Advisors’s SEI Investments SEIC Stock Holding History

Lido Advisors’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	$976K	Sell	12,436 -2,285	-16%	-$188K	﹤0.01%	977
2025 Q4	$1.25M	Buy	14,721 +111	+0.8%	+$9.12K	﹤0.01%	902
2025 Q3	$1.24M	Buy	14,610 +993	+7%	+$88.2K	﹤0.01%	855
2025 Q2	$1.22M	Buy	+13,617	New	+$1.1M	﹤0.01%	763
2024 Q3	–	Sell	-15,390	Closed	-$996K	–	1544
2024 Q2	$996K	Buy	+15,390	New	+$1.03M	0.01%	667
2024 Q1	–	Sell	-17,775	Closed	-$1.14M	–	1459
2023 Q4	$1.14M	Sell	17,775 -17,846	-50%	-$1.04M	0.01%	571
2023 Q3	$2.15M	Buy	35,621 +2,630	+8%	+$162K	0.02%	364
2023 Q2	$1.97M	Buy	+32,991	New	+$1.92M	0.01%	377
2023 Q1	–	Sell	-24,499	Closed	-$1.43M	–	1235
2022 Q4	$1.43M	Buy	24,499 +5,615	+30%	+$316K	0.02%	342
2022 Q3	$926K	Buy	+18,884	New	+$1.03M	0.01%	380
2022 Q2	–	Sell	-4,921	Closed	-$296K	–	1051
2022 Q1	$296K	Buy	+4,921	New	+$293K	﹤0.01%	819

Other funds holding SEIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors's SEIC Position: Q1 2026 in Review

Lido Advisors reduced its SEI Investments (SEIC) stake by 16% in Q1 2026, selling an estimated $188K and leaving 12,436 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Lido Advisors first reported a position in SEIC in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.15M in Q3 2023. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Lido Advisors held 12,436 shares of SEI Investments worth $976K as of Q1 2026.
Lido Advisors sold 2,285 SEI Investments shares in Q1 2026, an estimated $188K.
SEI Investments made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #977 holding.
Lido Advisors first reported a position in SEI Investments in Q1 2022 and has held it in 11 quarters since.
Lido Advisors's SEI Investments position peaked at $2.15M in Q3 2023.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.