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Lindbrook Capital’s SEI Investments SEIC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.71K Hold
22
– – ﹤0.01% 2324
2024
Q4 		$1.81K Buy
22
+2
+10% +$157 ﹤0.01% 2333
2024
Q3 		$1.38K Sell
20
-54
-73% -$3.6K ﹤0.01% 2438
2024
Q2 		$4.79K Buy
74
+31
+72% +$2.08K ﹤0.01% 2015
2024
Q1 		$3.09K Hold
43
– – ﹤0.01% 2091
2023
Q4 		$2.73K Sell
43
-17
-28% -$992 ﹤0.01% 2161
2023
Q3 		$3.61K Buy
60
+26
+76% +$1.6K ﹤0.01% 1913
2023
Q2 		$2.03K Hold
34
– – ﹤0.01% 2142
2023
Q1 		$1.96K Buy
34
+7
+26% +$420 ﹤0.01% 2251
2022
Q4 		$1.57K Sell
27
-37
-58% -$2.08K ﹤0.01% 2342
2022
Q3 		$3K Buy
64
+2
+3% +$109 ﹤0.01% 1924
2022
Q2 		$3K Sell
62
-49
-44% -$2.76K ﹤0.01% 1835
2022
Q1 		$7K Buy
111
+10
+10% +$595 ﹤0.01% 1470
2021
Q4 		$6K Sell
101
-32
-24% -$1.98K ﹤0.01% 1461
2021
Q3 		$8K Buy
133
+32
+32% +$1.95K ﹤0.01% 1097
2021
Q2 		$6K Hold
101
– – ﹤0.01% 1260
2021
Q1 		$6K Hold
101
– – ﹤0.01% 1224
2020
Q4 		$6K Buy
101
+25
+33% +$1.36K ﹤0.01% 1135
2020
Q3 		$4K Hold
76
– – ﹤0.01% 1202
2020
Q2 		$4K Buy
76
+39
+105% +$2.04K ﹤0.01% 1200
2020
Q1 		$2K Sell
37
-316
-90% -$18.8K ﹤0.01% 1334
2019
Q4 		$23K Hold
353
– – 0.01% 691
2019
Q3 		$21K Sell
353
-17
-5% -$983 0.01% 699
2019
Q2 		$20K Hold
370
– – 0.01% 709
2019
Q1 		$19K Hold
370
– – 0.01% 719
2018
Q4 		$17K Buy
+370
New +$19.5K 0.01% 676

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's SEIC Position: Q1 2025 in Review

Lindbrook Capital held its SEI Investments (SEIC) position steady in Q1 2025 at 22 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Lindbrook Capital first reported a position in SEIC in Q4 2018 and has held it in 26 quarters since. The position peaked at $23K in Q4 2019. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Lindbrook Capital held 22 shares of SEI Investments worth $1.71K as of Q1 2025.
  • Lindbrook Capital left its SEI Investments share count unchanged in Q1 2025.
  • SEI Investments made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2324 holding.
  • Lindbrook Capital first reported a position in SEI Investments in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's SEI Investments position peaked at $23K in Q4 2019.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.