Lindenwold Advisors’s SEI Investments SEIC Stock Holding History

Lindenwold 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
2025 Q3	$333K	Buy	3,928 +38	+1%	+$3.38K	0.16%	84
2025 Q2	$350K	Sell	3,890 -18	-0.5%	-$1.45K	0.18%	75
2025 Q1	$303K	Sell	3,908 -63	-2%	-$5.07K	0.17%	80
2024 Q4	$328K	Sell	3,971 -150	-4%	-$11.8K	0.17%	87
2024 Q3	$285K	Buy	4,121 +84	+2%	+$5.61K	0.14%	101
2024 Q2	$261K	Sell	4,037 -109	-3%	-$7.33K	0.14%	95
2024 Q1	$298K	Sell	4,146 -40	-1%	-$2.66K	0.16%	99
2023 Q4	$266K	Sell	4,186 -45	-1%	-$2.63K	0.15%	100
2023 Q3	$255K	Buy	4,231 +26	+0.6%	+$1.6K	0.16%	94
2023 Q2	$251K	Sell	4,205 -1,242	-23%	-$72.2K	0.15%	97
2023 Q1	$313K	Buy	5,447 +30	+0.6%	+$1.8K	0.19%	91
2022 Q4	$316K	Sell	5,417 -456	-8%	-$25.6K	0.21%	90
2022 Q3	$288K	Buy	5,873 +9	+0.2%	+$491	0.21%	87
2022 Q2	$317K	Buy	5,864 +124	+2%	+$6.98K	0.23%	87
2022 Q1	$346K	Buy	5,740 +387	+7%	+$23K	0.21%	89
2021 Q4	$326K	Buy	+5,353	New	+$332K	0.19%	94

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindenwold Advisors's SEIC Position: Q3 2025 in Review

Lindenwold Advisors increased its SEI Investments (SEIC) stake by 0.98% in Q3 2025, buying an estimated $3.38K and bringing the position to 3,928 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #84.

Lindenwold Advisors first reported a position in SEIC in Q4 2021 and has held it in 16 quarters since. The position peaked at $350K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

Lindenwold Advisors held 3,928 shares of SEI Investments worth $333K as of Q3 2025.
Lindenwold Advisors bought 38 SEI Investments shares in Q3 2025, an estimated $3.38K.
SEI Investments made up 0.16% of Lindenwold Advisors's portfolio in Q3 2025, its #84 holding.
Lindenwold Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 16 quarters since.
Lindenwold Advisors's SEI Investments position peaked at $350K in Q2 2025.
548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.