Loring Wolcott & Coolidge Fiduciary Advisors’s SEI Investments SEIC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	–	Sell	-900	Closed	-$76.2K	–	573
2025 Q4	$76.2K	Hold	900	–	–	﹤0.01%	395
2025 Q3	$73.4K	Hold	900	–	–	﹤0.01%	404
2025 Q2	$80.9K	Hold	900	–	–	﹤0.01%	361
2025 Q1	$65.7K	Hold	900	–	–	﹤0.01%	366
2024 Q4	$75.1K	Hold	900	–	–	﹤0.01%	367
2024 Q3	$67K	Hold	900	–	–	﹤0.01%	372
2024 Q2	$62.8K	Hold	900	–	–	﹤0.01%	372
2024 Q1	$60.3K	Hold	900	–	–	﹤0.01%	378
2023 Q4	$56.9K	Hold	900	–	–	﹤0.01%	392
2023 Q3	$49.8K	Hold	900	–	–	﹤0.01%	419
2023 Q2	$53.7K	Hold	900	–	–	﹤0.01%	418
2023 Q1	$51.8K	Hold	900	–	–	﹤0.01%	401
2022 Q4	$52.5K	Hold	900	–	–	﹤0.01%	396
2022 Q3	$44K	Hold	900	–	–	﹤0.01%	425
2022 Q2	$49K	Hold	900	–	–	﹤0.01%	424
2022 Q1	$54K	Hold	900	–	–	﹤0.01%	435
2021 Q4	$55K	Hold	900	–	–	﹤0.01%	452
2021 Q3	$53K	Hold	900	–	–	﹤0.01%	456
2021 Q2	$56K	Buy	+900	New	+$56.1K	﹤0.01%	465
2021 Q1	–	Sell	-900	Closed	-$52K	–	626
2020 Q4	$52K	Buy	+900	New	+$49.1K	﹤0.01%	423

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Loring Wolcott & Coolidge Fiduciary Advisors's SEIC Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 900 shares — an estimated $76.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SEIC in Q4 2020 and held it in 20 quarters. The position peaked at $80.9K in Q2 2025. 567 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 900 SEI Investments shares in Q1 2026, an estimated $76.2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SEI Investments in Q4 2020 and held it in 20 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's SEI Investments position peaked at $80.9K in Q2 2025.
567 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.