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Lloyd Advisory Services’s SEI Investments SEIC Stock Holding History

Lloyd Advisory Services’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
-156
Closed -$12.8K – 1015
2025
Q4 		$12.8K Buy
+156
New +$12.8K 0.01% 374

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T 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

Lloyd Advisory Services's SEIC Position: Q1 2026 in Review

Lloyd Advisory Services sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 156 shares — an estimated $12.8K sold.

Lloyd Advisory Services first reported a position in SEIC in Q4 2025 and held it in 1 quarter. The position peaked at $12.8K in Q4 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Lloyd Advisory Services reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 156 SEI Investments shares in Q1 2026, an estimated $12.8K.
  • Lloyd Advisory Services first reported a position in SEI Investments in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's SEI Investments position peaked at $12.8K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.