Logan Capital Management’s SEI Investments SEIC Stock Holding History

Logan Capital Management’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	$761K	Buy	+9,700	New	+$799K	0.03%	223

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

Logan Capital Management's SEIC Position: Q1 2026 in Review

Logan Capital Management sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 9,700 shares — an estimated $799K sold.

Logan Capital Management first reported a position in SEIC in Q2 2015 and held it in 43 quarters. The position peaked at $6.72M in Q4 2017. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Logan Capital Management reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 9,700 SEI Investments shares in Q1 2026, an estimated $799K.
Logan Capital Management first reported a position in SEI Investments in Q2 2015 and held it in 43 quarters.
Logan Capital Management's SEI Investments position peaked at $6.72M in Q4 2017.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.